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
Flavio CarvalhoChief Financial OfficerView Profile, flavio carvalhoPaul RosengartenVice President Of FinanceView Profile, paul rosengartenEvan GarberCFO At EVSView Profile, evan garber