Account Type****** *******Account Owner****** ****Account Opps/Deals***** ********Closed Won • Oct 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Fiduciary DecisionsVP - Client SuccessSep 22 - PresentPrincipal Financial GroupRelationship ManagerMay 20- Oct 21Northwestern MutualDirector Of TrainingMar 19- May 20
Stefani JannuzziSenior Client Success Manager EnterpriseView Profile, stefani jannuzziMengfei WangTeam LeadView Profile, mengfei wangAnna PotrafkeTeam Lead Customer IntegrationView Profile, anna potrafke