Account Type******** *****Account Owner******* *****Account Opps/Deals****** *****Closed Won • Nov 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
TiaaSenior Relationship ManagerSep 23 - PresentCaptrustVice President | Financial AdvisorJan 22- Sep 23UnivestVP, Qualified Retirement Plan ConsultantDec 17- Jan 22
Ben RidgewayHead Of Sales Client ServicesView Profile, ben ridgewayOhad KaufmanDirector Sales Engineering Cloud Solutions ServicesView Profile, ohad kaufmanMichael HargroveSenior Client Management ConsultantView Profile, michael hargrove