Account Type******* ********Account Owner******** ***Account Opps/Deals*** ****Closed Won • Feb 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
Irina MolnusTeam Lead PsychologistView Profile, Irina MolnusPete BergTalent Acquisition LeadView Profile, Pete BergKristina Van NessPrincipal Benefits ConsultantView Profile, Kristina Van Ness