Account Type*** ******Account Owner***** ********Account Opps/Deals***** ********Closed Won • Oct 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
Annika ThakrarBusiness Solutions Lead Customer SuccessView Profile, annika thakrarBrian MalcolmChief Client Success OfficerView Profile, brian malcolmRobyn KeysSenior Client Success Manager Account ManagerView Profile, robyn keys