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
James DoranPartnerView Profile, james doranPatrick SchmidtPartnerView Profile, patrick schmidtLiane BuelensProject CoordinatorView Profile, liane buelens