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
Sageview Advisory GroupFinancial ConsultantMar 18 - PresentForusallSenior Retirement Plan ConsultantAug 17- Feb 18Bpm LlpDirector of Retirement Plan ConsultingAug 14- Jul 17
Aine Mclaughlin McaleeseStaff AccountantView Profile, Aine Mclaughlin McaleeseLaura DipianoFinance ProjectsView Profile, Laura DipianoKylene RichardsonRisk ManagerView Profile, Kylene Richardson