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
SequoiaVP, Financial ServicesFeb 16 - PresentWorld Investment Advisors Formerly PensionmarkRetirement Plan ConsultantJul 18 - PresentMassmutualManaging Director/Retirement PlansApr 10- Feb 16
Yaniv ReuvenChief Financial OfficerView Profile, Yaniv ReuvenSam CatonCommercial Finance ExecutiveView Profile, Sam CatonJohn AnthonyChief Financial OfficerView Profile, John Anthony