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
Creative Planning Retirement ServicesManaging Director Oct 22 - PresentNorth Pier Search Consulting3(38) ERISA Investment Manager, OCIO, and Investment Consultant Search AdvisorJan 20- Jan 22Fidelity InvestmentsVice President Institutional Retirement Oct 90- Jun 03
Steven ManleySenior Vice President Customer Experience OperationsView Profile, Steven ManleyAlper KoksalPositive Impact Operations PIO DirectorView Profile, Alper KoksalMichael CormioExecutive Director Global OperationsView Profile, Michael Cormio