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
Nisa Investment Advisors LlcManaging Director, Client ServicesAug 03 - PresentGreat West LifeFinancial ConsultantJan 01- Jan 03KpmgManagerJan 93- Jan 98
Ronen KetzefSenior PartnerView Profile, Ronen KetzefShonna ShearsonChief Executive OfficerView Profile, Shonna ShearsonSimon FrancisFounderView Profile, Simon Francis