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
Schwab Retirement Plan ServicesVice President, Retirement Plan SalesJan 13 - PresentCharles SchwabBusiness Development Manager- Western RegionOct 04- Dec 12
Bryan BearVice President National Sales Marketing StrategyView Profile, bryan bearToni SergiDirector Sales Ops RetiredView Profile, toni sergiJames MurphySVP Regional Sales Manager CFPView Profile, james murphy