Account Type******** ********Account Owner****** *****Account Opps/Deals******** ********Closed Won • Aug 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
Joe VeniceRegional Vice President Of SalesView Profile, joe veniceHector LopezVP Americas Blue PlanetView Profile, hector lopezPaul HuffmanChief Revenue Officer CROView Profile, paul huffman