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
Theodore SchmelzleAVP Retirement Plan ServicesView Profile, Theodore SchmelzleTodd VickCFOView Profile, Todd VickAmanda GianniniFund ManagerView Profile, Amanda Giannini