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
T Rowe PriceEmployee Meeting LiaisonJun 22 - PresentEmpowerRetirement Plan AdvisorNov 13- Jun 22Putnam InvestmentsParticipant Services RepresentativeOct 11- Nov 13