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
Edelman Financial EnginesSenior Consultant Relations ManagerJan 22 - PresentRocaton Investment AdvisorsDirector, Defined Contribution ResearchJan 16- Jan 22New York Life Insurance CompanyDirector - Consultant RelationsJan 10- Jan 11
John AndersonBusiness Development ManagerView Profile, john andersonMegan Doherty GilmoreSr Manager SalesView Profile, megan doherty gilmoreDanny ForinashSenior Account Executive Manager Of Media TrainingView Profile, danny forinash