Account Type***** ********Account Owner******* ****Account Opps/Deals**** ***Closed Won • Feb 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
Andrew MillerNon Executive DirectorView Profile, Andrew MillerLarry AugustinManaging DirectorView Profile, Larry AugustinRod KavVP Business OperationsView Profile, Rod Kav