Account Type**** ********Account Owner***** ********Account Opps/Deals*** ***Closed Won • Feb 25**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Retirement Solutions GroupClient ConciergeJun 23 - PresentAlpha Phi International FraternityDirector of Social Media & External EventsJan 20- May 23
Laurie HeisermanCustomer Service RepView Profile, Laurie HeisermanStuart GentlesClaims QualifierView Profile, Stuart GentlesJanet MathieCustomer Service RepresentativeView Profile, Janet Mathie