Account Type****** ********Account Owner******** *******Account Opps/Deals****** *****Closed Won • Aug 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
Samy GraciasProject ManagerView Profile, samy graciasJay SchererBoard MemberView Profile, jay schererVivienne Maclaren FcimChairpersonView Profile, vivienne maclaren fcim