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
Fidelity InvestmentsInvestment ConsultantJan 24 - PresentMutual Of America Financial GroupAccount ExecutiveApr 14- Dec 23PaychexBenefit Sales ConsultantJun 02- Apr 14
Bernard HugerCFOView Profile, Bernard HugerJim DayCFOView Profile, Jim DayAtif KhanSr Manager FP AView Profile, Atif Khan