Account Type******* ********Account Owner******** *****Account Opps/Deals***** *****Closed Won • Aug 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Lincoln FinancialRetirement ConsultantMar 21 - PresentColumbia Threadneedle Investments Us529 Plan SpecialistJun 13- May 15New York Life Insurance CompanyFinancial Services ProfessionalJun 06- Dec 08
Timothy HorneField SpecialistView Profile, timothy horneArpit SBusiness AnalystView Profile, arpit s.Megan GreivesSenior Business Process ConsultantView Profile, megan greives