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
Alight SolutionsFinancial Education Project ManagerMay 15 - PresentFreeman Associates Investment ManagementManagerJan 02- Dec 04Charles SchwabTeam LeadJan 97- Dec 01
Mai MadsenBusiness Operations Strategy ManagerView Profile, mai madsenGrant BirdRegional Operations ManagerView Profile, grant birdIrene EspinolaOperations ManagerView Profile, irene espinola