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
Dimensional Fund AdvisorsRegional Director, Institutional InvestmentsNov 23 - PresentUsi Consulting GroupVP Retirement Plan ServicesOct 22- Nov 23AonAssociate Partner, Sales Director, Retirement ServicesAug 14- Mar 22
Cole CruzDirector Life Benefit PaymentsView Profile, Cole CruzRobert NguyenCo Head Of Distributor Wealth ServicesView Profile, Robert NguyenGenesis TanFinance Director APACView Profile, Genesis Tan