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
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
Alan WexlerSenior Vice President Strategy InnovationView Profile, alan wexlerPatrick LeakeVP Customer StrategyView Profile, patrick leakeAlberto MoralesChief Strategy Officer CSOView Profile, alberto morales