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
Edelman Financial EnginesSr. Director Client Service - Central DivisionJan 18 - PresentAmerican Century InvestmentsManager, Retirement Investment ServicesOct 89- Jun 98
Clyde SwainVice President Customer RetentionView Profile, clyde swainTom LincksVP Customer SuccessView Profile, tom lincksLaurie Aquilante FaiolaVP Scaled Customer SuccessView Profile, laurie aquilante faiola