Account Type****** *****Account Owner****** ****Account Opps/Deals******* ***Closed Won • Jan 25****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
Danielle TuckerDirector Of Lead Development And OptimizationView Profile, Danielle TuckerTracy JonesAccount ExecutiveView Profile, Tracy JonesChelsea HughesAccount ManagerView Profile, Chelsea Hughes