Account Type*** ******Account Owner******** ********Account Opps/Deals***** ***Closed Won • Oct 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
EmpowerRetirement ConsultantJan 21 - PresentMassmutualRollover ConsultantApr 19- Jan 21VanguardInvestment Sales ConsultantDec 16- Apr 19
Mollie CiegloClinical EducatorView Profile, mollie ciegloCindy KitchReal Estate AdvisorView Profile, cindy kitchMarie Watson ChingContracts AdminstratorView Profile, marie watson-ching