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
Principal Financial GroupRetirement Specialist IIJan 23 - PresentExcelerate CapitalJr ProcessorFeb 22- Oct 22ServicelinkTitle and Closing SpecialistApr 19- Feb 22
James BreenAssociateView Profile, james breenBarak SendlerCFOView Profile, barak sendlerJared MillerInvestment Banking AssociateView Profile, jared miller