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
Penchecks TrustRegional DirectorApr 24 - PresentPrincipal Financial GroupDirector, TPA Distribution - Retirement SolutionsFeb 20- Apr 24John HancockTPA Regional Marketing DirectorJan 14- Feb 20
Jason MersdorfDirector Business OperationsView Profile, Jason MersdorfRachael HalsteadDirectorView Profile, Rachael HalsteadRj KhalafDirector Of OperationsView Profile, Rj Khalaf