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
ThriventFinancial AdvisorMar 21 - PresentPrincipal Financial GroupSr Client Service AssociateJan 07- Jan 21
Mhairi TaylorFinance Operations ManagerView Profile, Mhairi TaylorGurdeep GarchaManagement AccountantView Profile, Gurdeep GarchaHanna ValentineSenior AccountantView Profile, Hanna Valentine