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
Principal Financial GroupHead of Large Market Product Strategy Jan 20- Sep 24Wells FargoSVP, Participant Services DirectorMay 16- Jan 20Charles SchwabManaging Director - Retirement Plan Services MarketingJan 14- Apr 16
Renarda SchererStrategic Partnerships DirectorView Profile, renarda schererScott CarterDirector Content StrategyView Profile, scott carterKyo Sup UmPortfolio And Business Strategy Manager At HPView Profile, kyo sup um