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
OnedigitalSenior Vice President of Retirement & WealthJan 20 - PresentNational Retirement PartnersFOUNDER AND MANAGING PARTNERDec 05- Dec 10
Daisy LucciVice President Business BankerView Profile, Daisy LucciRyan McdermottInvestment Banking Vice PresidentView Profile, Ryan McdermottSteve Dunn MasseyChief Financial OfficerView Profile, Steve Dunn Massey