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
LevioPartner, Strategic Advisor & Retirement Practice LeadMay 23 - PresentCaliceActionnaireApr 21 - PresentWtwProject DirectorJan 23- May 23
Jennifer PurcellDirector Of Strategic Platform AlliancesView Profile, Jennifer PurcellStephen GeorgeSenior ManagerView Profile, Stephen GeorgeCasey WilsonRisk Operations ManagerView Profile, Casey Wilson