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
Alight SolutionsFinancial Education Project ManagerMay 15 - PresentFreeman Associates Investment ManagementManagerJan 02- Jan 04Charles SchwabTeam LeadJan 97- Jan 01
Rhonda SchneiderDirector Of OperationsView Profile, rhonda schneiderRosemarie LacroixOperations ManagerView Profile, rosemarie lacroixPhil OrourkeDirector Of Service OperationsView Profile, phil o'rourke