Account Type******** ****Account Owner******** ****Account Opps/Deals**** *****Closed Won • Nov 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
VestwellRegional Vice PresidentMar 23 - PresentEdelman Financial EnginesRetirement Plans Sales ManagerMar 19- Feb 23Nationwide FinancialRegional Vice PresidentMar 07- Nov 17
Michael PorterSr Director Pricing FPAView Profile, michael porterJavier GorenaChief Financial OfficerView Profile, javier gorenaMaya KanaanSenior Vice President Citi Private BankView Profile, maya kanaan