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
Peninsula StrategiesFounder, Peninsula StrategiesSep 01 - PresentPavilionBoard MemberOct 24 - PresentLinkedinInstructor Jan 16 - Present
Andrew MayAssistant Vice President Portfolio Manager IIView Profile, Andrew MayHeather JohnsonVice President Retirement Plan ConsultingView Profile, Heather JohnsonNick GedestadVice PresidentView Profile, Nick Gedestad