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
July Business ServicesSVP, Business Development & MarketingNov 12 - PresentSchwab Retirement Plan ServicesDirector, Institutional Client RelationshipsMar 95- Aug 10
Emma BensteadGlobal Head Of Customer Insight And StoriesView Profile, Emma BensteadTimothy McmullenSr Director Strategic MarketingView Profile, Timothy McmullenGina ChenVP Growth MarketingView Profile, Gina Chen