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
Charles SchwabSenior Regional Manager, Schwab Wealth AdvisoryJun 22 - PresentVoya FinancialHead of Financial PlanningOct 18- Jun 22UsaaDirector Wealth ManagementMar 11- Jul 16
Susan ConlonSr Program Manager PMO Global Merchant ServicesView Profile, Susan ConlonDwayne StevensChief Information Officer CIOView Profile, Dwayne StevensAkshata ChavanAssistant ManagerView Profile, Akshata Chavan