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
Serve LegalCompliance AuditorJul 24 - PresentL G Asset ManagementLGIM Investment management work experienceJul 23- Jul 23
Michael BoyackContent Asset ManagerView Profile, Michael BoyackMatt LaskoCFP Managing Director Senior Retirement Plan ConsultantView Profile, Matt LaskoLeandro PlanellCertified Debt SpecialistView Profile, Leandro Planell