Account Type******** ****Account Owner**** ****Account Opps/Deals*** ***Closed Won • Mar 25**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
OnedigitalVice President - Retirement Plan ServicesFeb 24 - PresentTrueplanDirector, Retirement Plan ServicesApr 22- Feb 24CaptrustFinancial AdvisorFeb 21- Apr 22
Angela MccrawVice President Life Annuity OperationsView Profile, Angela MccrawTim DietzVice President For Finance CFOView Profile, Tim DietzRichard HaremSenior Director FinanceView Profile, Richard Harem