Account Type******** ***Account Owner******* ****Account Opps/Deals****** ********Closed Won • Jan 25***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
Richard McknightVP OF FINANCEView Profile, Richard McknightStacey HooperFinancial Services PartnerView Profile, Stacey HooperJustin WenzelmanVice President Captives ProgramsView Profile, Justin Wenzelman