Account Type****** ********Account Owner****** *******Account Opps/Deals******* *****Closed Won • Nov 24****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Mercer AdvisorsSVP, Wealth Operations and ExperienceJan 24 - PresentCharles SchwabManaging Director, Strategy and Client ExperienceJan 14- Mar 21Cme GroupManager, Clearing Solutions and Services StrategyJan 11- Dec 13
Ian LawsonGTM LeadershipView Profile, ian lawsonDarren TedescoPresidentView Profile, darren tedescoBen BerryGlobal Head Of Product Corporate Functions Data Analytics AIView Profile, ben berry