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
TiaaSr. Director, Senior Relationship ManagerNov 21 - PresentStrategic Retirement PartnersManaging Director, Upstate New YorkFeb 17- Nov 21Walsh Duffield Companies IncVice President, Walsh Duffield Retirement Plan SolutionsMay 15- Nov 21
Coralie De RobertDirector Of Account ManagementView Profile, Coralie De RobertCaroline UpsonSenior Director Client ServicesView Profile, Caroline UpsonPerry MonacoHead Of Customer Success Enterprise East CanadaView Profile, Perry Monaco