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
D A Davidson CompaniesRetirement Plan ConsultantJan 23- Feb 24Principal Asset ManagementClient Service ManagerOct 97- Jan 23
Lara ArabProject ManagerView Profile, Lara ArabSarah Sweeney ByrneSolutions Lead UKI Leadership DevelopmentView Profile, Sarah Sweeney ByrneGreg CarrollManager Member Data Employer ReportingView Profile, Greg Carroll