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
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
Anton WallCommercial Director EVPView Profile, Anton WallSarit FooxVPView Profile, Sarit FooxShawn OconnellVice President Global AI SalesView Profile, Shawn Oconnell