Account Type**** ********Account Owner**** ********Account Opps/Deals***** ****Closed Won • Jan 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
Charlie KlineSenior Pricing ManagerView Profile, Charlie KlineHeeju HuangSales And Use Tax Senior ManagerView Profile, Heeju HuangJulie DukeSenior Tax AnalystView Profile, Julie Duke