Account Type*** *****Account Owner**** *****Account Opps/Deals******* ******Closed Won • Nov 24***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
Paul LiCo FounderView Profile, paul liJonathan SeeberGeneral PartnerView Profile, jonathan seeberSaurabh BhattFounder Chief Executive OfficerView Profile, saurabh bhatt