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
American Retirement AssociationDirector of Institutional Partnerships, NAPA, PSCAMar 24 - PresentThe StandardDirector Institutional SalesAug 19- Feb 24GallagherRetirement Plan ConsultantFeb 16- Jul 19
Danielle WoodDirector Venture Partnerships Business DevelopmentView Profile, danielle woodKelly StevensonDirector Of Transition ManagementView Profile, kelly stevensonJohn GordonAlliances DirectorView Profile, john gordon