Account Type******* *******Account Owner*** ********Account Opps/Deals***** ****Closed Won • Nov 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Prudential FinancialVP Marketing, Future Growth & Adjacent Markets, Retirement StrategiesFeb 19 - PresentLincoln FinancialAVP, Small Market Retirement Plan Services MarketingSep 12- Feb 19EndoIndependent Consultant, Commerical User ExperienceMar 11- May 12
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