Account Type***** ***Account Owner***** ********Account Opps/Deals******* ********Closed Won • Feb 25***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Trg Investment Advisors LlcRetirement Plan Consultant & Financial Advisor Aug 21 - PresentThe StandardRegional ConsultantAug 04- Jan 12
Cynthia ShenFinance Director Logistics DirectorView Profile, Cynthia ShenBailey WoodAssociateView Profile, Bailey WoodJames KeanFinance DirectorView Profile, James Kean