Account Type******* ***Account Owner****** ******Account Opps/Deals***** ****Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
TransamericaDirector of Advisor EngagementJan 25 - PresentCetera Advisors LlcRelationship ManagerJul 21- Jan 25AmeritasVice President - Retirement Plan Sales and Relationship ManagementFeb 15- Jul 21
Chris CarcielloSenior Director Of ImplementationView Profile, Chris CarcielloPhillip ClarkDirector Customer Success Business Systems OperationsView Profile, Phillip ClarkKate ParkerSenior Director SAS Customer Intelligence SolutionsView Profile, Kate Parker