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
Fisher Retirement SolutionsGVP OperationsJul 24 - PresentFisher Investments401(k) Solutions GVP OperationsSep 04- Aug 24Putnam Lovell NbfEquity Research Associate, financial technology & eProcessorsJul 01- Sep 03
Diane GordonCo HostView Profile, Diane GordonJacquelyn SheetsGroup Vice PresidentView Profile, Jacquelyn SheetsEwa MajExecutive Vice President And Chief Operations OfficerView Profile, Ewa Maj