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
AdpDirector, Retirement EducationFeb 13 - PresentSuntrust Investment Services IncFinancial AdvisorJan 06- Sep 07
Johanna HeinonenCustomer Onboarding SpecialistView Profile, Johanna HeinonenCollin KingLearning Experience Designer IIView Profile, Collin KingDrew MassaiEnterprise Customer Success ManagerView Profile, Drew Massai