Account Type***** *******Account Owner******** ******Account Opps/Deals******* ******Closed Won • Aug 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
Molly DiazStrategic Vendor Program Manager Biz Ops Frame IoView Profile, molly diazAndrew FarmerAudio Visual Coordinator Team LeadView Profile, andrew farmerCash KernManaging DirectorView Profile, cash kern