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
VanguardHead of Investment Product Implementation, Portfolio Review DepartmentJul 16 - PresentPi Beta Phi Fraternity For WomenAAC ChairmanJun 08 - PresentVanguardSupervisor, Flagship ServicesSep 11- Jul 15
Chris SnowPortfolio TradingView Profile, Chris SnowMelissa StevensonSr Payroll ManagerView Profile, Melissa StevensonJennifer Trevor HochmanAssociate Executive Search Financial Services Practice GroupView Profile, Jennifer Trevor Hochman