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
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
Josh ThomasSenior Vice President MarketingView Profile, Josh ThomasJames WoodRetired EVP Institutional MarketingView Profile, James WoodBrett Swensen 💭Executive Vice President Of MarketingView Profile, Brett Swensen 💭