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
Benjamin WaiteOwner AttorneyView Profile, benjamin waiteDavid Jaimes BuilesCompliance OfficerView Profile, david jaimes builesItamar RosenChief Legal Officer And Company SecretaryView Profile, itamar rosen