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
Strategic Retirement PartnersFounding Partner; Managing Director, CaliforniaJul 15 - Present401 K AdvisorsSenior Plan ConsultantJun 11- Jan 16
Ammar MahmoodDirector Of Business DevelopmentView Profile, Ammar MahmoodEden BallardDirector Of DevelopmentView Profile, Eden BallardChris HildebrandDirector Of Business DevelopmentView Profile, Chris Hildebrand