Account Type******** ****Account Owner***** ********Account Opps/Deals******** *******Closed Won • Aug 24***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Principal Asset ManagementRegional Director - Retirement InvestmentsJun 20 - PresentWells FargoVice President - Institutional Consulting AnalyticsOct 14- Aug 17
Khari JeffriesSales LeaderView Profile, khari jeffriesAndy NobleSenior Director Head Of Platform Pre SalesView Profile, andy nobleKeith RabkinChief Revenue OfficerView Profile, keith rabkin