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
BlackrockManaging Director, Retirement Group: Head of Commercial StrategyNov 18 - PresentBettermentVP & General Manager, Head of Betterment for AdvisorsJul 16- Nov 18BlackrockDirector, Institutional Product ManagementJul 07- Jul 16
Patrick M LaffertyExecutive Vice PresidentView Profile, Patrick M LaffertyKate DrahnSenior Vice PresidentView Profile, Kate DrahnCarmen WilliamsManaging Director Labor RelationsView Profile, Carmen Williams