Account Type****** ****Account Owner******* ******Account Opps/Deals***** ***Closed Won • Dec 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Strategic Retirement PartnersConsultantAug 22 - PresentPutnam InvestmentsSenior Vice-President, Regional Manager 401k, Relationship ManagementJan 91- Jan 09
Eric ZimmermanMemberView Profile, eric zimmermanCurt NickischSenior Editor And HBR Idea Cast Co HostView Profile, curt nickischJessica RandallExecutive AssistantView Profile, jessica randall