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