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 GroupVice President, Retirement Plan ConsultingMay 13 - PresentPrincipal Financial GroupAccount ExecutiveJan 97- Jan 06
Charles CurrieSenior Vice President Strategic InitiativesView Profile, Charles CurrieSteve BarrettVice PresidentView Profile, Steve BarrettJason GeddesVice PresidentView Profile, Jason Geddes