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
VestwellSenior Account ManagerJul 24 - PresentForusallRelationship ManagerNov 21- Jul 24EmpowerSr. Retirement ConsultantJan 15- Sep 21
Rocky YuStrategic Client Technology LeadView Profile, Rocky YuJessica MSr Customer Success ManagerView Profile, Jessica MWilliam RaileySenior Account ManagerView Profile, William Railey