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
Bill McclainSenior Consultant Training Lead And CoachView Profile, bill mcclainDarwish GaniCo FounderView Profile, darwish ganiJane BestonFellowshipView Profile, jane beston