Account Type****** ********Account Owner******** ***Account Opps/Deals******* ***Closed Won • Nov 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Augustar RetirementNational Account Manager: Bank Distribution Jul 23 - PresentBenefit Bank Distributors IncExecutive Vice President of Sales (Brokerage/IBD)Mar 18- Jul 23Bok FinancialVice President I Regional Director BOK Financial Advisors (AZ,CO,OK,NM)Jan 15- Mar 18
Hannah PlotkinSenior Manager CRM ConsultingView Profile, hannah plotkinMike VenableTerritory Sales ManagerView Profile, mike venableSteve RamsdenSales DirectorView Profile, steve ramsden