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
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
Colin JonesBoard Trustee And Chair Of Finance Risk CommitteeView Profile, Colin JonesBrian SeredaChief Financial OfficerView Profile, Brian SeredaJennifer LeclairCorporate Executive Assistant To The EVP Chief Financial OfficerView Profile, Jennifer Leclair