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
Principal Asset ManagementSr. Director-Wealth Advisory Solutions, AIFJan 10 - PresentStadion Money ManagementRegional DirectorMay 09- Jan 10TransamericaRegional V.P.May 07- Jan 09
Jack DouglasVice President Worksite SalesView Profile, Jack DouglasBrent EmisonSales ExecutiveView Profile, Brent EmisonMichelle KadlacekVice President Partner Channel ProgramView Profile, Michelle Kadlacek