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
Sageview Advisory GroupAssociate Vice President, Retirement Plan ConsultingNov 20 - PresentSequoiaSenior 401(k) AdvisorJan 15- Nov 20Bd Performing ArtsProfessional PerformerJan 09- Jan 20
Jason ShirkSenior Vice PresidentView Profile, Jason ShirkRobert ZanderSVP Enterprise ArchitectureView Profile, Robert ZanderRyan LieserVice President Partnerships AlliancesView Profile, Ryan Lieser