Account Type*** *****Account Owner******** *****Account Opps/Deals******** *****Closed Won • Feb 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Boston Meridian PartnersManaging DirectorJan 24 - PresentStifel Financial CorpIB Managing Director - StifelJan 19- Jan 24Mooreland PartnersExecutive DirectorJan 17- Jan 19
Cheryl ThompsonVice President Retirements Solutions OperationsView Profile, Cheryl ThompsonBenjamin PhillipsManaging DirectorView Profile, Benjamin PhillipsJohn CampbellDirector Operations Service DeliveryView Profile, John Campbell