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
ThriventLicensed Office ProfessionalFeb 23 - PresentAgency Administrators IncClient Care RepresentativeAug 22- Dec 22Edward JonesBranch Office AdministratorMar 14- Apr 17
Richa ChaubeyAssociate ManagerView Profile, Richa ChaubeyDaisy SainiDocumentation Specialist Learning AdministratorView Profile, Daisy SainiKatie BaloghExecutive Assistant To The OwnerView Profile, Katie Balogh