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
David Grimard KeitaVP Finance AnalyticsView Profile, david grimard-keitaKristy HarrisonChief Financial OfficerView Profile, kristy harrisonPaul CatunaChief Financial OfficerView Profile, paul catuna