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
NewportSenior Vice President Operations & Participant Call CenterSep 14 - PresentCharles SchwabManaging Director, Third Party Administrator (TPA) Business SolutionsJan 07- Jan 12VanguardDepartment Head/Sr. Manager for Institutional 401(k) BusinessMar 97- Jan 07
Greg EckerVice President Of OperationsView Profile, Greg EckerDavid BanksSenior Vice President Technical OperationsView Profile, David BanksRohit DarRegional Director Operations IndiaView Profile, Rohit Dar