Account Type*** *****Account Owner****** ********Account Opps/Deals******* ***Closed Won • Nov 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
CaptrustManager | Advice and WellnessMay 17 - PresentTransamericaRetirement Education Planning ConsultantFeb 96- Aug 15
Laura WatermanSenior ManagerView Profile, laura watermanJeffrey CostakosPartnerView Profile, jeffrey costakosFatima ManningSenior Project ManagerView Profile, fatima manning