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
Justin BillingSenior Program ManagerView Profile, justin billingJames RedlerSenior Director Of Partnerships Implementation And GrowthView Profile, james redlerJulie LubinPresident CEOView Profile, julie lubin