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
Barbara MchenryRetirementView Profile, Barbara MchenryCarl DennisLearning Relationship ManagerView Profile, Carl DennisBrad GarfinkelVice President Of Learning And DevelopmentView Profile, Brad Garfinkel