Account Type****** ******Account Owner****** ******Account Opps/Deals*** *****Closed Won • Jan 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Principal Asset ManagementPortfolio Strategist at PrincipalFeb 22 - PresentWells FargoVice PresidentNov 98- Jan 22Charles SchwabManager SRPS Plan ConversionSep 96- Nov 98
Sue BrennanEstimating And PricingView Profile, Sue BrennanSrinivas AnkareddyHead Of Performance StrategyView Profile, Srinivas AnkareddyPaul GarridoGTM AdvisorView Profile, Paul Garrido