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
Southstate Investment ServicesVice President, Plan ConsultantMay 19 - PresentAmeritasRegional Sales DirectorApr 16 - PresentLincoln FinancialRegional 401k Sales DirectorDec 10- Mar 16
Ryan WoodwardVP Business TransformationView Profile, Ryan WoodwardAndy MudraVice President Corporate StrategyView Profile, Andy MudraRonald AgoncilloVice President General ManagerView Profile, Ronald Agoncillo