Account Type****** ********Account Owner*** ******Account Opps/Deals*** ****Closed Won • Oct 24***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
Dave HodsdonVP TransformationView Profile, dave hodsdonMelissa BobalProduct Strategy DirectorView Profile, melissa bobalLynn DusekFractional Marketing Leader And Strategic AdvisorView Profile, lynn dusek