Account Type******** *******Account Owner***** *******Account Opps/Deals***** *******Closed Won • Mar 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Wells FargoAVP, Business Execution ConsultantJun 15 - PresentAon401k Brokerage SpecialistOct 14- Jun 15TiaaCompliance Officer, Operations and Plan ComplianceJan 99- Feb 14
Juan ShedrickVice President Strategic GrowthView Profile, Juan ShedrickChandler ThompsonExecutive Vice PresidentView Profile, Chandler ThompsonMina ChanFounder Chief Visionary OfficerView Profile, Mina Chan