Account Type******** ****Account Owner**** ******Account Opps/Deals******** *****Closed Won • Oct 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
Ivan VolkovVP Of Finance Interim CFOView Profile, ivan volkovPeter BenevidesChief Financial OfficerView Profile, peter benevidesKathleen CoxAssociate Vice PresidentView Profile, kathleen cox