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
Invesco UsVice President, Senior Retirement ConsultantApr 20 - PresentNationwide FinancialRegional Vice PresidentNov 19- Mar 20OppenheimerfundsVice President - Senior Retirement Consultant Jan 00- May 19
Kevin SmithAssistant Vice President Business DevelopmentView Profile, Kevin SmithBernardo RodriguezSr Director Sales And Commercial Operations LAC Value Added Services At VisaView Profile, Bernardo RodriguezBonnie LivingstonVP Sales America EastView Profile, Bonnie Livingston