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
PaychexGeneral Manager, Retirement ServicesMar 24 - PresentEnvestnet IncHead of Sales, Workplace SolutionsJun 22- Feb 24401 Kplans Com LlcFounder and CEO, Acquired by Envestnet, IncJul 16- Jun 22
Conrad OconnellLead Consultant FounderView Profile, Conrad OconnellKevin MarcusChief Technology OfficerView Profile, Kevin MarcusRedi GjojdeshiPresidentView Profile, Redi Gjojdeshi