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
Creative PlanningPartner / Senior Consultant / ActuaryJan 22- Feb 24LocktonAVP, Account Executive/Consulting ActuaryApr 11- Jan 22MercerPrincipal, Relationship Manager, Lead Retirement ConsultantJul 98- Jun 10
Carole Lloyd JonesInformation Technology Delivery ManagerView Profile, carole lloyd-jonesSteve BassAssistant Director Special InvestigationsView Profile, steve bassCathy GaoPartnerView Profile, cathy gao