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
Natixis Investment ManagersManaging Regional Director - Retirement StrategiesNov 23 - PresentHartford FundsDCIO Senior Sales ConsultantDec 19- Jun 23Dimensional Fund AdvisorsRegional Director, DC Sales - Intermediary DistributionSep 14- Dec 19