Account Type*** *****Account Owner******* ******Account Opps/Deals******** *******Closed Won • Dec 24**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
Carrie GilmanDirector DEI Client Development EngagementView Profile, carrie gilmanJack DesantisAccount Executive Sales SolutionsView Profile, jack desantisZach ThompsonNetwork Account Executive Cisco Global Enterprise SalesView Profile, zach thompson