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
VanguardGlobal Head of Advice Product, Strategy, & ManagementJan 04 - PresentFiservSecurities Operations SpecialistAug 02- Dec 03
David MilnerManaging Director StrategyView Profile, David MilnerCole SecorVice PresidentView Profile, Cole SecorMichael SimonChief Strategy OfficerView Profile, Michael Simon