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 GroupVice President, Retirement Plan ConsultingMay 13 - PresentPrincipal Financial GroupAccount ExecutiveJan 97- Jan 06
Willard YankusFounder Chief Strategy OfficerView Profile, Willard YankusTucker ForbesSenior Vice PresidentView Profile, Tucker ForbesPeter LeddyVice President Strategy Integration M A ManagementView Profile, Peter Leddy