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
Stifel Financial CorpVice President/Client Service, Client Relationship Manager- StifelFeb 19 - PresentBhiAssistant Vice President, Hi-Tech Relationship ManagerFeb 13- Feb 19
Michael KleemanSenior Director Retirement And Workplace Sales Business DevelopmentView Profile, Michael KleemanDerek MansurVice President Of Strategic SalesView Profile, Derek MansurJakob BlissVice President Of SalesView Profile, Jakob Bliss