Account Type******** ****Account Owner*** *****Account Opps/Deals******** ***Closed Won • Jan 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
Sara Marie LaikariHead Of Nonprofit DevelopmentView Profile, Sara Marie LaikariJulia AstashkinaSr Director GrowthView Profile, Julia AstashkinaMatthew NauertzDirector Account StrategyView Profile, Matthew Nauertz