Account Type******* ***Account Owner**** *******Account Opps/Deals*** ********Closed Won • Jul 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
EmpowerChief Compliance OfficerMay 24 - PresentCharles SchwabManaging Director, Head of Wealth & Advice Solutions Compliance, CCO Schwab Wealth Advisory, Inc.Jan 12- Apr 24U S Securities And Exchange CommissionEnforcement AttorneyJan 10- Dec 11
Ann OkupskiDirector Organization Learning And Development And DEIView Profile, ann okupskiMukesh KatariaHead Of Learning And DevelopmentView Profile, mukesh katariaBecky BowditchHuman Resources ManagerView Profile, becky bowditch