Account Type******* *****Account Owner******* ********Account Opps/Deals******** ****Closed Won • Oct 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Schwab Retirement Plan ServicesDirector of OperationsMay 13 - PresentCharles SchwabRetirement Plan Services Trading Operations Senior ManagerMar 10- May 13The StandardManager Trust OperationsJan 06- Dec 09
Michelle TruittDirector Service OperationsView Profile, michelle truittNeil HemphillFixed Operations DirectorView Profile, neil hemphillJohn MaliszGlobal Operations ManagerView Profile, john malisz