Account Type******** ******Account Owner******** *****Account Opps/Deals**** ******Closed Won • Dec 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Fisher InvestmentsVice President - U.S. Defined ContributionJun 22 - PresentThe StandardRetirement Plan ConsultantJun 21- Jun 22MassmutualManaging Director Retirement SalesJan 99- Jan 21
Richard SushnerVice President Finance AccountingView Profile, richard sushnerNick WolffVice President Of Finance And OperationsView Profile, nick wolffRamona MaltiVice President Trust ServicesView Profile, ramona malti