Account Type***** *****Account Owner**** ****Account Opps/Deals***** *******Closed Won • Feb 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
Karibeth NealonChief Financial OfficerView Profile, Karibeth NealonIdan ShtayerVice President Technology Investment BankingView Profile, Idan ShtayerTom ElmerEVP Chief Credit OfficerView Profile, Tom Elmer