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
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- Jan 11
Devon JonesFaculty Lifecycle ManagerView Profile, Devon JonesKendra Proctor GoldbasGlobal Head Of Learning DevelopmentView Profile, Kendra Proctor GoldbasJames LakeSenior Recruitment ConsultantView Profile, James Lake