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
Missionsquare RetirementRegional DirectorSep 24 - PresentTransamericaProduct ManagerMar 15- Sep 24JpmorganchaseRegistered Retirement RepresentativeMay 14- Feb 15
Richard KlotzSolutions Director Innovation Process Improvement Knowledge ManagementView Profile, richard klotzSean PipkinTeam COO And Portfolio ManagerView Profile, sean pipkinDan ThompsonExecutive MemberView Profile, dan thompson