Account Type****** ***Account Owner******** ****Account Opps/Deals******** ***Closed Won • Oct 24**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 - PresentCaptrustFinancial AdvisorFeb 21- Apr 22TrinetRetirement Plan AnalystJun 14- Dec 15
Steve IsomChief Financial OfficerView Profile, steve isomStephen FaucettaDirectorView Profile, stephen faucettaRobert EspositoChief Financial OfficerView Profile, robert esposito