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
OsaicVice President, Broker Dealer Operations/Chief Operations OfficerAug 18 - PresentCapital OneSenior Vice President - Investment OperationsSep 16- Aug 18Interpares PartnersIndependent ConsultantAug 15- Sep 16
Lisa SaiaEVP OperationsView Profile, lisa saiaBrian S DavisGlobal Senior Director Digital Product OperationsView Profile, brian s. davisDrew HancockSVP Retirement OperationsView Profile, drew hancock