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
Schwab Retirement Plan ServicesVice President, Retirement Plan SalesJan 13 - PresentCharles SchwabBusiness Development Manager- Western RegionOct 04- Dec 12
Antonio MartinVice President SalesView Profile, Antonio MartinAl HendersonChief Sales OfficerView Profile, Al HendersonSandy Spidel NeumannVice President Advisor Recruiting And Financial Institution Business Development MarketingView Profile, Sandy Spidel Neumann