Account Type******* ********Account Owner**** ****Account Opps/Deals******** *****Closed Won • Dec 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Wellby FinancialVice President, Strategy & Delivery Aug 19 - PresentUsaaDirector, Strategic ChangeNov 97- Aug 19
Jayson GallantVice President Of Strategic PartnershipsView Profile, jayson gallantAustin M WaltersExecutive Director And Head Wealth Management Client Segments Business Marketing And StrategyView Profile, austin m. waltersJuan RioChief Transformation OfficerView Profile, juan rio