Account Type**** ****Account Owner******** ***Account Opps/Deals******* *****Closed Won • Nov 24***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
Jana ThompsonChief Product OfficerView Profile, jana thompsonDavid StelzmullerVice President Product OperationsView Profile, david stelzmullerKevin OwensChief Product OfficerView Profile, kevin owens