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
Pentegra Retirement ServicesAccount ManagerNov 24 - PresentNational Benefit Services LlcERISA Compliance SpecialistSep 18- Sep 24Axa Advisors LlcRetirement Benefits Group, Financial ProfessionalMay 17- May 18
Giorgio SpagnottoTechnical AdvisorView Profile, Giorgio SpagnottoDerrick HallSales Consulting ManagerView Profile, Derrick HallChris WhitakerGlobal Account ManagerView Profile, Chris Whitaker