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
Ima Financial Group IncPresident, IMA RetirementNov 23 - PresentUsi Consulting GroupVice President - Retirement Plan ServicesMay 23- Oct 23TransamericaNational Sales Manager - Institutional RetirementJun 19- Dec 22
Brenden SteffensVice President Enterprise ServicesView Profile, Brenden SteffensJose AndresPresident ChefView Profile, Jose AndresDavid ZhangFounderView Profile, David Zhang