Account Type****** ***Account Owner******* ********Account Opps/Deals******** *****Closed Won • Nov 24**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Charles SchwabSenior Regional Manager, Schwab Wealth AdvisoryJun 22 - PresentVoya FinancialHead of Financial PlanningOct 18- Jun 22UsaaDirector Wealth ManagementMar 11- Jul 16
Tammy BradySenior Director Project ManagementView Profile, tammy bradyDenise GettermannExecutive AssistantView Profile, denise gettermannTali H BezalelCEO FounderView Profile, tali h bezalel