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
Missionsquare RetirementChief Executive Officer & President (Effective September 2024)Aug 24 - PresentVoya FinancialPresident at Voya Financial Advisors, IncAug 11- Aug 24Bny PershingRelationship ManagerAug 05- Feb 11
David ChouFounderView Profile, David ChouScott WardFounderView Profile, Scott WardWilliam SpenglerFounderView Profile, William Spengler