Account Type******* *****Account Owner****** *****Account Opps/Deals***** ***Closed Won • Aug 24**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
Deema MasoudiSummer InternView Profile, deema masoudiSamantha SuhConsultantView Profile, samantha suhMaureen BetschelFacilitatorView Profile, maureen betschel