Account Type****** *****Account Owner******* ***Account Opps/Deals**** ***Closed Won • Dec 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
CaptrustRelationship ManagerOct 10 - PresentPrincipal Financial GroupSr. Client Service ManagerJan 03- Jan 09KeybankRetirement Plan Services Analyst IIJan 00- Jan 03
Mitzi MacurakCustomer Solution ConsultantView Profile, mitzi macurakJessica EgnerDirector US Market AccessView Profile, jessica egnerMatt KulasBusiness Development ManagerView Profile, matt kulas