Account Type*** ********Account Owner*** ******Account Opps/Deals*** ********Closed Won • Feb 25****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
BettermentSr. 401(k) Compliance AssociateOct 21 - PresentVanguardLicensed 401(k) RepresentativeNov 19- Oct 21RandstadNon-licensed 401(k) RepresentativeAug 18- Nov 19
Alexander RiveraCompliance Operations Analyst IIView Profile, Alexander RiveraYanira LugoLegal Administrative AssistantView Profile, Yanira LugoLisa Marie BaileyCompliance AssociateView Profile, Lisa Marie Bailey