Account Type******* ******Account Owner**** *******Account Opps/Deals**** ***Closed Won • Nov 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
M Financial GroupVice President, Head of Member Firm DevelopmentJan 22 - PresentFinancial Concepts IncExecutive Vice PresidentJan 20 - PresentM Financial GroupVice President, Private Client Solutions; President, M Benefit Solutions Nov 02- Dec 19
Erik AndersonVice President Of Enterprise SalesView Profile, erik andersonKevin MckeownChief Revenue Officer CROView Profile, kevin mckeownRichard AquinoVice President Head Of SalesView Profile, richard aquino