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
Lpl FinancialSenior Vice President Operations Client SuccessJul 23- Jul 24Charles SchwabDirector, Operations - Transformation Management OfficeAug 21- Jul 23Td AmeritradeDirector, Operational Strategy (Programs, Systems Management & Analytics)Sep 97- Aug 21
Jeff SzostakSr Vice President Operations Process ExcellenceView Profile, jeff szostakToni NeumeisterSenior Vice President OperationsView Profile, toni neumeisterRebecca RinaldiVice President Of Technology For Customer Colleague AssistanceView Profile, rebecca rinaldi