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
TiaaDatabase and Content ManagerMay 23 - PresentPrincipal Financial GroupSr. Institutional Retirement Sales StrategistOct 20- May 23Wells FargoAssistant Vice President, Sales Strategy Consultant - Institutional Retirement & TrustJun 06- Oct 20
Lorenzo De PlanoProject LeaderView Profile, lorenzo de planoMichael HagartyHead Of Engineering Pocket MoneyView Profile, michael hagartyMike ZerbiniBusiness System AdministratorView Profile, mike zerbini