Account Type*** ***Account Owner*** *****Account Opps/Deals******** ******Closed Won • Dec 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
Chase MyersRegional Sales RepresentativeView Profile, chase myersColin DevellisEnterprise Development RepresentativeView Profile, colin devellisSuzie SarconeAccount ExecutiveView Profile, suzie sarcone