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
UsaaSVP, General Manager, Retirement, Health, and Investment ProductsSep 15 - PresentCharles SchwabSenior Vice President, Portfolio ConsultingJul 14- Aug 15UsaaAssistant Vice President, Market StrategyMay 06- Jun 14
Pietro LambertVice President Of ProductsView Profile, Pietro LambertMassimo CanonicoVP Embedded SolutionsView Profile, Massimo CanonicoYael FVP ProductView Profile, Yael F