Account Type***** *******Account Owner****** ********Account Opps/Deals******** ***Closed Won • Aug 24****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
Chen RothschildOwnerView Profile, chen rothschildFernando GuedesChief Technology OfficerView Profile, fernando guedesKyla Smith StarksSr Vice President AAPACView Profile, kyla smith-starks