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
AdpDirector, Retirement EducationFeb 13 - PresentSuntrust Investment Services IncFinancial AdvisorJan 06- Sep 07
Simon RogersSenior Customer Relationship Management SpecialistView Profile, simon rogersLisa GreenwoodSenior Client Relationship ManagerView Profile, lisa greenwoodSarah CampbellCase ManagerView Profile, sarah campbell