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
American Retirement AssociationExecutive DirectorMar 22 - PresentNational Benefit Services LlcVice President, Retirement ServicesJan 03- Feb 22
Edward WuFounder And CEOView Profile, edward wuBob LitwinFounder And PresidentView Profile, bob litwinGlen RodgersChief Executive OfficerView Profile, glen rodgers