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
Sageview Advisory GroupFinancial ConsultantMar 18 - PresentForusallSenior Retirement Plan ConsultantAug 17- Feb 18Bpm LlpDirector of Retirement Plan ConsultingAug 14- Jul 17
Iwan BakerFinance Business PartnerView Profile, Iwan BakerNathan DewindtAuditorView Profile, Nathan DewindtAida KabbajAssociateView Profile, Aida Kabbaj