Account Type*** ***Account Owner***** ****Account Opps/Deals***** *****Closed Won • Dec 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
Nickolas RauDirector Of Operations Public Lands OutdoorView Profile, nickolas rauTabitha SchmittSenior Director Of OperationsView Profile, tabitha schmittMonica UptonAssistant Access Center ManagerView Profile, monica upton