Account Type****** ***Account Owner****** ***Account Opps/Deals****** *****Closed Won • Feb 25****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
Michael WoodChief Technology OfficerView Profile, Michael WoodKelly ConwayOperational Risk Transformation Officer VPView Profile, Kelly ConwaySagar KolliRetiredView Profile, Sagar Kolli