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
July Business ServicesSVP, Business Development & MarketingNov 12 - PresentSchwab Retirement Plan ServicesDirector, Institutional Client RelationshipsMar 95- Aug 10
Brittney RichardsSVP Of GrowthView Profile, brittney richardsGreg GsellVice President Product MarketingView Profile, greg gsellBrooke CunninghamChief Marketing OfficerView Profile, brooke cunningham