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
AlerusEVP - Chief Retirement Services Officer Feb 24 - PresentAmeritasSVP, Sales & Distribution - Retirement Plans Dec 18- Feb 24Allianz Global InvestorsHead of Retirement SalesNov 13- Feb 17
Matt DonohueFounder Chief Financial OfficerView Profile, matt donohueBill ToleChief Financial OfficerView Profile, bill toleMike MarinoVP FinanceView Profile, mike marino