Account Type**** ******Account Owner****** ****Account Opps/Deals**** ***Closed Won • Nov 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
Caitlyn MagalaBusiness Development Representative Financial ServicesView Profile, caitlyn magalaJose Angel Blanco GonzalezPre Sales Technical ConsultantView Profile, jose angel blanco gonzalezGaurav BatraSenior AssociateView Profile, gaurav batra