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
Sageview Advisory GroupManaging DirectorNov 20 - PresentSequoiaDirector, 401(k) Services, PrincipalJun 08- Nov 20Morgan StanleyRetirement Plan ConsultantJan 07- Jan 08
Mike ClintonBrokerage Operations Sr DirectorView Profile, Mike ClintonJon AlfordSr Director Of Warehouse OperationsView Profile, Jon AlfordJosh GurgelVP Chief Operations OfficerView Profile, Josh Gurgel