Account Type******* ***Account Owner******* *******Account Opps/Deals**** ******Closed Won • Jan 25***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
MercerHead of RetirementDec 23- Dec 24Mercer AustraliaHead of ProductMar 19- Dec 23Colonial First StateExecutive Manager ProductSep 10- Feb 19
Michael G LeskovecChief Financial OfficerView Profile, Michael G LeskovecSteve ShereskySenior Vice President Financial AdvisorView Profile, Steve ShereskyJay LafrattaChief Financial OfficerView Profile, Jay Lafratta