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
Creative PlanningFinancial Wellness Leader - Retirement ServicesNov 22 - PresentEmpowerNational Director - Retirement Education TeamApr 22- Nov 22Prudential FinancialSupervisory PrincipalOct 06- Nov 22
Thomas SchonfeldExecutive Director FinanceView Profile, Thomas SchonfeldPalma MozesHead Of FinanceView Profile, Palma MozesMyra BakerAccounting ManagerView Profile, Myra Baker