Account Type***** ***Account Owner***** ********Account Opps/Deals******* ******Closed Won • Jan 25***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
VestwellVP, FP&AJan 22 - PresentPrudential FinancialBusiness Intelligence Director: Full Service Solutions, RetirementJul 15- Jan 22BloombergSenior Financial Analyst: Bloomberg TerminalMay 11- Jun 15
Tom CaseChief Financial OfficerView Profile, Tom CaseLaura PilonAVP Senior Personal BankerView Profile, Laura PilonPat MurrayFractional CFOView Profile, Pat Murray