Account Type*** ******Account Owner******* ******Account Opps/Deals*** *****Closed Won • Mar 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Cohen SteersSenior Vice President - Head of Wealth Management Defined ContributionMar 16 - PresentAscensusSenior Vice President Institutional Business DevelopmentJan 00- Mar 16JpmorganchasePlan AdministratorJan 87- Jan 89
Neil BlockChief Financial OfficerView Profile, Neil BlockMaura McinerneyCFO ConsultantView Profile, Maura McinerneyThomas E MullenVice President Financial AdvisorView Profile, Thomas E Mullen