Account Type******** ********Account Owner*** *******Account Opps/Deals**** ****Closed Won • Aug 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Lincoln FinancialSVP, Head of Workplace Solutions Customer Experience, Marketing, and TransformationNov 10 - PresentPutnam InvestmentsSVP, Defined Contribution Institutional SalesJul 09- Nov 10Fidelity InvestmentsSVP, DC Product ManagementJan 07- Jan 09
Richard LiuCo FounderView Profile, richard liuSteve FrancollaCofounder CEOView Profile, steve francollaArik KilmanChairman Software GroupView Profile, arik kilman