Account Type*** ******Account Owner**** *******Account Opps/Deals******** ***Closed Won • Jul 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Wells FargoSenior Vice President - Head of Retirement OperationsSep 98- Sep 21T Rowe PriceVarious Leadership Positions in Operations and Relationship ManagementMay 86- Sep 98Arthur Andersen CoStaff Accountant and Senior AccountantJun 83- May 86
Brian MortonStaff Vice PresidentView Profile, brian mortonJoe GonzalezVice President OperationsView Profile, joe gonzalezKurt MosherVP Global OperationsView Profile, kurt mosher