Account Type*** ********Account Owner****** ******Account Opps/Deals*** *******Closed Won • Oct 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
Jason SternChief AllyView Profile, jason sternEric LinkSenior GIS ManagerView Profile, eric linkAndrew MontgomerySupervisory Contract SpecialistView Profile, andrew montgomery