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
Sageview Advisory GroupAssociate Vice President, Retirement Plan ConsultingNov 20 - PresentSequoiaSenior 401(k) AdvisorJan 15- Nov 20Bd Performing ArtsProfessional PerformerJan 09- Jan 20
Steve SoterVice President Industry PrincipalView Profile, Steve SoterMegan BarsellaVice PresidentView Profile, Megan BarsellaSusan LappasVice PresidentView Profile, Susan Lappas