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
Dwc The 401 K ExpertsClient Relationship ManagerFeb 25 - PresentThe Pension SourceAdministratorMar 24- Feb 25Saltmarsh Cleaveland GundDirector, Retirement Plan AdministrationJul 19- Mar 24
Lisa GreenwoodSenior Client Relationship ManagerView Profile, Lisa GreenwoodMalory Beaham PowellHead Of Customer Success EMEA Pacific All Access And WorkplaceView Profile, Malory Beaham PowellGeoff YoungDirector Customer SuccessView Profile, Geoff Young