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
Fisher Retirement SolutionsVP - Head of Retirement Plans Consulting GroupJul 24 - PresentFisher InvestmentsVice President - Head of Retirement Plans Consulting GroupAug 20 - PresentCharles SchwabVP - Branch Complex ManagerJan 19- Aug 20
Lucy PyeTeam Manager Of Customer SuccessView Profile, lucy pyeChristnarlie JTreasury AnalystView Profile, christnarlie j.Matthias SmithGeneral ManagerView Profile, matthias smith