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
Fisher InvestmentsVice President - U.S. Defined ContributionJun 22 - PresentThe StandardRetirement Plan ConsultantJun 21- Jun 22MassmutualManaging Director Retirement SalesJan 99- Jan 21
Patrick PutmanManaging Director Head Of Southeast Commercial Banking National Commercial Banking DivisionView Profile, patrick putmanStephanie WilkinsonExecutive Assistant Investment BankingView Profile, stephanie wilkinsonLucas De JongVP Of Controlling And FP AView Profile, lucas de jong