Account Type*** *****Account Owner*** ******Account Opps/Deals******** ******Closed Won • Mar 25****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Strategic Retirement PartnersChief Executive OfficerJul 15 - Present401 K AdvisorsManaging Director - ChicagoOct 10- Jul 15
Vikash SoniCo FounderView Profile, Vikash SoniDonna TorresChief Executive OfficerView Profile, Donna TorresNick StodtCo FounderView Profile, Nick Stodt