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
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
Sophie LLearning Culture PartnerView Profile, Sophie LJami CoffmanGlobal Education And Training ManagerView Profile, Jami CoffmanHadas HermonVP PeopleView Profile, Hadas Hermon