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
Granite Group AdvisorsDirector of Strategic WealthDec 23 - PresentIpx RetirementSenior Vice President, Strategic RolloversDec 17- Sep 23Millennium Trust CompanyVP Business Development, Retirement ServicesJan 14- Dec 17
John ChoiChief Financial OfficerView Profile, John ChoiSamuele MazzoliVP FinanceView Profile, Samuele MazzoliMonty YortVice President Finance Corporate DevelopmentView Profile, Monty Yort