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
Ima Financial Group IncPresident, IMA RetirementNov 23 - PresentUsi Consulting GroupVice President - Retirement Plan ServicesMay 23- Oct 23TransamericaNational Sales Manager - Institutional RetirementJun 19- Dec 22
Rob MartinezFounder And Former CEO ShipwareView Profile, Rob MartinezNina HardingCorporate Vice President Microsoft Americas Global Partner SolutionsView Profile, Nina HardingElka HeinoVice PresidentView Profile, Elka Heino