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
Creative PlanningPartner / Senior Consultant / ActuaryJan 22- Feb 24LocktonAVP, Account Executive/Consulting ActuaryApr 11- Jan 22MercerPrincipal, Relationship Manager, Lead Retirement ConsultantJul 98- Jun 10
Brian AlasManaging DirectorView Profile, brian alasStefano MichiManager Consulting ServicesView Profile, stefano michiCary HudginsManaging DirectorView Profile, cary hudgins