Account Type**** ********Account Owner******* ***Account Opps/Deals**** *****Closed Won • Aug 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
MassmutualHead of Institutional, Taft Hartley and Government DistributionOct 07- Dec 20Fidelity InvestmentsVice President, Regional 401(k) Sales DirectorJan 05- Dec 07Putnam InvestmentsSVP, Regional Sales DirectorSep 93- Feb 05
Adrian KotzenSenior Customer Success Manager ANZView Profile, adrian kotzenMarcelle OlmedoAssistant ManagerView Profile, marcelle olmedoHowie SeeAdvisory Board Member And InvestorView Profile, howie see