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
Hub InternationalChief Operating Officer, Retirement & Private WealthMar 19 - PresentDeepp ConsultingPrincipalNov 17- Feb 19American Century InvestmentsSVP- Head of Retirement Strategy & ServicesMar 15- Oct 17