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
Charles SchwabDirector, Mutual Fund OperationsMar 15 - PresentOppenheimerfundsVP, Client Service & AdministrationJul 05- Feb 15
Monica MackinQuality Management RNView Profile, Monica MackinSabine BarzilayOperations ManagerView Profile, Sabine BarzilayAli BertoneCustomer Experience Operations SpecialistView Profile, Ali Bertone