Account Type******** ***Account Owner******** *******Account Opps/Deals*** *******Closed Won • Dec 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Plancentric Financial GroupChief Operating OfficerApr 18 - PresentNorthwestern MutualChief Operating OfficerMay 06 - PresentJohn HancockCompliance DirectorFeb 05- May 06
Isaac Pohl ZaretskyCo FounderView Profile, isaac pohl-zaretskyVanessa BenichouManaging Partner Paris OfficeView Profile, vanessa benichouTim GoldenChief Executive Officer FounderView Profile, tim golden