Account Type******** ******Account Owner*** ****Account Opps/Deals******* *******Closed Won • Nov 24***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
MarinerRetirement Plan AdvisorMay 22 - PresentNorthwestern MutualRetirement Plan SpecialistMay 19- Apr 22EmpowerSenior Retirement ConsultantJun 16- Apr 19
Daniel Saar MenasheFinance DirectorView Profile, daniel saar menasheNakshatra BhansaliDirector Strategic Finance AnalyticsView Profile, nakshatra bhansaliThomas AmbrosiaInvestment Operations LeadView Profile, thomas ambrosia