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
SequoiaVP, Financial ServicesFeb 16 - PresentWorld Investment Advisors Formerly PensionmarkRetirement Plan ConsultantJul 18 - PresentMassmutualManaging Director/Retirement PlansApr 10- Feb 16
Jordan SleightholmVP Ops Finance CinchyView Profile, jordan sleightholmJoellyn DetjenVice President FinanceView Profile, joellyn detjenLeonie Oude ElferinkExecutive Assistant CFO CCOView Profile, leonie oude elferink