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
EmpowerSenior Retirement CounselorApr 22 - PresentPrudential FinancialRetirement CounselorSep 20- Apr 22TiaaSr. Financial ConsultantOct 04- Sep 19
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