Account Type******* ***Account Owner******* ******Account Opps/Deals******** ********Closed Won • Jan 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
Sal ThomasSenior Vice PresidentView Profile, Sal ThomasGina MitchellPrincipal VP Mastercard Digital LabsView Profile, Gina MitchellGary PochSenior Vice President Strategic Enterprise RelationshipsView Profile, Gary Poch