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
J P Morgan Asset ManagementManaging Director, Head of Everyday 401(k)Dec 24 - PresentVestwellManaging Director, Head of Business Development & Solution DesignOct 16- Jan 25StrategySenior AssociateAug 16- Oct 16
Robert YoungFounderView Profile, robert youngThomas MarshSenior Director Insights Business DevelopmentView Profile, thomas marshHisham KhakiFounderView Profile, hisham khaki