Account Type****** ****Account Owner******** ****Account Opps/Deals***** ****Closed Won • Mar 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
Eric PenaManager Customer Success NAMView Profile, Eric PenaJamison LundemoCustomer Success ManagerView Profile, Jamison LundemoJoe ArandaAccount ManagerView Profile, Joe Aranda