Account Type******* *****Account Owner******** ***Account Opps/Deals***** *******Closed Won • Jan 25****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Morgan StanleyVice President, Morgan Stanley at WorkMay 22 - PresentCharles SchwabSr. Manager - Participant EducationJan 19- May 22Voya FinancialRetirement Education SpecialistJun 15- Jan 19
Brian GilliganRegional Vice President Premium Hotels NortheastView Profile, Brian GilliganKelly PezleySenior Vice President Of Global SalesView Profile, Kelly PezleyMaria LAVP Of CMS Sales And Digital ExperienceView Profile, Maria L