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
TransamericaRegional Retirement ConsultantOct 23 - PresentTrustworthySenior Account ExecutiveFeb 23- Oct 23Fidelity InvestmentsPlanning ConsultantMay 19- Feb 23
Dana BerryhillDirector Of PharmacyView Profile, Dana BerryhillDavid LooFractional Rev Ops LeaderView Profile, David LooSarah WilliamsPartnerView Profile, Sarah Williams