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
ConcurrentManaging Director of Retirement Plan ServicesNov 24 - PresentFi 360 Now BroadridgeAIF® Designation Committee ("Scheme Commission") MemberOct 23 - PresentOnedigitalDirector - Retirement Investment ServicesJul 20- Nov 24
Erica HudsonSr Director Organization Development PerformanceView Profile, Erica HudsonWilliam NelsonVice President People CultureView Profile, William NelsonCasey EricksonDirector Head Of Executive SearchView Profile, Casey Erickson