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
Principal Financial GroupRegional Vice President/Principal Securities Registered RepresentativeApr 24 - PresentLincoln FinancialAVP, Retirement Services Customer ExperienceJun 17- Apr 24MassmutualAVP, Retirement Services Relationship ManagementMar 97- May 17
Pierre WinandChief Financial OfficerView Profile, pierre winandImaad IqbalChief Financial OfficerView Profile, imaad iqbalRob ReznickSVP Of Finance And Corporate DevelopmentView Profile, rob reznick