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
Broadcast Retirement NetworkLead Anchor and Chief Executive OfficerSep 19 - PresentUsi Consulting GroupVice President and Senior ConsultantApr 11- Oct 12Segal RogerscaseyInvestment/Retirement Plan Search ConsultantFeb 08- May 11
Grant SmithDIRECTORView Profile, Grant SmithJonathon BarklCo Founder CEOView Profile, Jonathon BarklShari HansenPlatform OwnerView Profile, Shari Hansen