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
HibobSenior Account Executive - Bob FinanceApr 25 - PresentMosaic TechTeam Lead & Senior Account ExecutiveJan 22- Apr 25TipaltiAccount ExecutiveJun 19- Dec 21
Alan MasonDba Mason Financial PartnersView Profile, Alan MasonJeffrey Jue XjsPrivate InvestorView Profile, Jeffrey Jue XjsMichael OlerHead Of Defined Contribution Lifetime IncomeView Profile, Michael Oler