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
Charles SchwabVice President of Operations - Retirement Business ServicesNov 07 - PresentVanguardOperations Manager - Financial Advisor ServicesOct 99- Oct 07
Karen LawrenceVice President Supervisory AnalystView Profile, karen lawrenceHadassah TiefenbrunnSenior Technical ConsultantView Profile, hadassah tiefenbrunnJeff AlvarezWeb Developer ITView Profile, jeff alvarez