Account Type***** ***Account Owner**** ********Account Opps/Deals****** ********Closed Won • Dec 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Fiduciary Wise LlcERISA 402(a) SpecialistJul 24 - PresentThe Woodpile CoFounderJun 24 - PresentNationwide FinancialRegional Vice President - Employer Sponsored Retirement PlansSep 10- May 24
June DrewLegal AssistantView Profile, june drewZachary ZaharekAssociate General CounselView Profile, zachary zaharekCarl RowleyChair Mass Tort PracticeView Profile, carl rowley