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
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
Robert GebhardtGlobal Experience Services DirectorView Profile, robert gebhardtVictor EchevarriaManaging DirectorView Profile, victor echevarriaOctavio CasteloPartnerView Profile, octavio castelo