Account Type**** ********Account Owner****** ********Account Opps/Deals**** ***Closed Won • Jan 25***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
Marty McclureSenior Vice President Finance Rev OpsView Profile, Marty McclureKarita LaaksoCFO GranoView Profile, Karita LaaksoEdward LeeHead Of Finance And StrategyView Profile, Edward Lee