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
VanguardSenior Portfolio Manager, Personalized / Direct Indexing at Vanguard (formerly Just Invest, LLC)Oct 21 - PresentPlanmember Financial CorporationVice President of InvestmentsSep 08- Oct 21
Ryan ClarkSenior Client Partner Enterprise Financial ServicesView Profile, Ryan ClarkMichelle RileySenior Financial AnalystView Profile, Michelle RileyLeslie HenchSenior Accounting ConsultantView Profile, Leslie Hench