Account Type******* ******Account Owner****** ****Account Opps/Deals******** ********Closed Won • Nov 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Principal Asset ManagementBusiness Development Manager, Investment OnlyJan 06 - PresentWm Group Of FundsVP, Retirement Sales ManagerJan 00- Jan 06
Sean WorthingtonBank Sales DirectorView Profile, sean worthingtonKristin KembleSenior Director Commercial SalesView Profile, kristin kemblePaul MassanopoliSenior Director National Accounts Healthcare SystemsView Profile, paul massanopoli