Account Type****** ****Account Owner**** *******Account Opps/Deals**** ********Closed Won • Oct 24***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
Josh BurwickFractional CFOView Profile, josh burwickWill SendallChief Financial OfficerView Profile, will sendallDavid LipshutzVice President Finance OperationsView Profile, david lipshutz