Account Type*** ****Account Owner***** ********Account Opps/Deals*** ******Closed Won • Aug 24***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
Jody CoySenior Vice President Health Plan Member ServicesView Profile, jody coyBen DrawertSemi RetiredView Profile, ben drawertSusan StrandRetiredView Profile, susan strand