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
Jon CallahanVice PresidentView Profile, Jon CallahanRoland BoulosVP GTM Strategy SolutionsView Profile, Roland BoulosPenny MarkhamSenior Vice President Ascites Program And Strategic InitiativesView Profile, Penny Markham