Account Type******** *****Account Owner****** ******Account Opps/Deals*** ********Closed Won • Oct 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
Olympia BaldrichVP Wealth Strategy Business Performance Client And ColleagueView Profile, olympia baldrichAdam CorbettFounderView Profile, adam corbettJeff WoodChief Technology OfficerView Profile, jeff wood