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
Voya FinancialVice President, Wealth Solutions Mid-Market Sales LeaderOct 23 - PresentCharles SchwabVice President, Retirement Plan SalesSep 15- Nov 23T Rowe PriceVice President, Retirement Plan SalesFeb 07- Sep 15
Rico LVP Of SalesView Profile, Rico LRyan DennisVice President Sales And Business DevelopmentView Profile, Ryan DennisConnor KasserVice President Sales OperationsView Profile, Connor Kasser