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
MercerSales Director - Defined Contribution and Financial WellnessDec 13 - PresentNfp An Aon CompanyVice PresidentFeb 11- Dec 13CaptrustVP, Financial AdvisorJan 06- Feb 11
Sally StruckmanSales ManagerView Profile, Sally StruckmanMichelle Ohev ZionAccount ManagerView Profile, Michelle Ohev ZionSarah LinnemannAccount ExecutiveView Profile, Sarah Linnemann