Account Type******* ***Account Owner***** ********Account Opps/Deals******** *******Closed Won • Oct 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Fisher Retirement SolutionsVP - Head of Retirement Plans Consulting GroupJul 24 - PresentFisher InvestmentsVice President - Head of Retirement Plans Consulting GroupAug 20 - PresentCharles SchwabVP - Branch Complex ManagerJan 19- Aug 20
John SullivanChief Financial OfficerView Profile, john sullivanTom PickettInterim Chief Financial OfficerView Profile, tom pickettJames A McgarryPrivate Wealth Financial Advisor Managing Director InvestmentsView Profile, james a. mcgarry