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
Hartford FundsVice President and Managing Director, Applied InsightsJan 18 - PresentEnvestnet MoneyguideVP, Head of Investor EducationJan 14- Jan 18The HartfordVice President, Advanced MarketsJan 96- Jan 12
Chris SimmanceFreemanView Profile, chris simmanceStefani ForsterOwnerView Profile, stefani forsterJade GiesenVice President BPO And Client SuccessView Profile, jade giesen