Account Type******** *****Account Owner**** *****Account Opps/Deals**** *****Closed Won • Apr 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