Account Type******* *******Account Owner******** *******Account Opps/Deals****** ****Closed Won • Jan 25***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
MetlifeVice PresidentJul 02 - PresentMerrill LynchParticipant Services Rep - 401(k) plansJan 02- Jul 02
Will WordieStrategy And Planning PartnerView Profile, Will WordieOmri PeledVP Business Development And GrowthView Profile, Omri PeledTravis BoggsSr Vice President FulfillmentView Profile, Travis Boggs