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
VanguardStrategic Support ConsultantJan 22- Sep 22U S Retirement Benefits PartnersClient Services Account ManagerJun 21- Oct 21Farmers InsuranceAgency Account ManagerJun 19- Oct 20
Michelle LiuTrainerView Profile, Michelle LiuBob HansonService Delivery ManagerView Profile, Bob HansonToni GreenService Delivery ManagerView Profile, Toni Green