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
OnedigitalVice President - Retirement Plan ServicesFeb 24 - PresentTrueplanDirector, Retirement Plan ServicesApr 22- Feb 24CaptrustFinancial AdvisorFeb 21- Apr 22
Robert SheetzChief Financial OfficerView Profile, Robert SheetzMichael PorrDirector Senior Global Treasury Management Payments AdvisorView Profile, Michael PorrMichael FazioVice President Commercial BankingView Profile, Michael Fazio