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
Sageview Advisory GroupManaging DirectorNov 20 - PresentSequoiaDirector, 401(k) Services, PrincipalJun 08- Nov 20Morgan StanleyRetirement Plan ConsultantJan 07- Jan 08
Antony WambuaChief Operations OfficerView Profile, Antony WambuaJay PatelVice President Of Delivery And IntegrationView Profile, Jay PatelKate Kathleen BolandVice President Branch ManagerView Profile, Kate Kathleen Boland