Account Type**** *****Account Owner**** ***Account Opps/Deals******** ********Closed Won • Nov 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
Laura MohnChief Financial OfficerView Profile, laura mohnPaul KneiselVice President Finance AccountingView Profile, paul kneiselPat HoganVice President FinanceView Profile, pat hogan