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
Pacific LifeDefined Contribution Strategist | Defined Contribution Lifetime IncomeOct 24 - PresentNorthern Trust Asset ManagementPractice Lead, Retirement SolutionsNov 06- Dec 23
Jessie XueSenior AccountantView Profile, Jessie XueJames BrownTechnical Accounting ManagerView Profile, James BrownRachel MorenoAccounting ManagerView Profile, Rachel Moreno