Account Type*** ****Account Owner**** ******Account Opps/Deals**** ***Closed Won • Feb 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
T Rowe PriceEmployee Meeting LiaisonJun 22 - PresentEmpowerRetirement Plan AdvisorNov 13- Jun 22Putnam InvestmentsParticipant Services RepresentativeOct 11- Nov 13
Yu Wen SoonMedical AdvisorView Profile, Yu Wen SoonJonathan KeysonCRO And Co FounderView Profile, Jonathan KeysonZuleika RiveraLGBTI Program OfficerView Profile, Zuleika Rivera