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
CaptrustClient Relationship ManagerJul 14 - PresentT Rowe PriceLead Retirement Plan CoordinatorNov 05- Apr 14FedexSenior Customer Service RepresentativeAug 97- Sep 00
Maalik MouzonClient SpecialistView Profile, maalik mouzonJonathan LocyCustomer Success SpecialistView Profile, jonathan locyWill NewbiggingSenior Customer Engagement ExecutiveView Profile, will newbigging