Account Type******** ********Account Owner*** *****Account Opps/Deals**** *****Closed Won • Jan 25****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
EmpowerRetirement Plan AdvisorApr 22 - PresentPrudential FinancialRetirement CounselorSep 20- Apr 22TiaaSr. Financial ConsultantOct 04- Sep 19
Sue DeanSVPView Profile, Sue DeanJan Simon HenkelmannSenior Manager Diconium StrategyView Profile, Jan Simon HenkelmannDrake WPrincipal Product Strategy And OperationsView Profile, Drake W