Account Type****** ********Account Owner**** ***Account Opps/Deals******** ***Closed Won • Jan 25****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Charles SchwabDirector, Head of Consultant Relations, Schwab Retirement Plan ServicesJun 08 - Present
Alex CunninghamAccount DirectorView Profile, Alex CunninghamNathaniel RocksAdvisorView Profile, Nathaniel RocksMatthew RotenbergBusiness Development ConsultantView Profile, Matthew Rotenberg