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
Mercer AdvisorsRegional Vice PresidentSep 23 - PresentVanguardSenior Financial AdvisorJun 21- Oct 23Charles SchwabVP - Branch ManagerJan 11- Jun 21
Anthony DesimoneSenior Vice President Manager Investor RelationsView Profile, Anthony DesimoneCara IbbotsonVP FP AView Profile, Cara IbbotsonRobert SotomayorVice President Risk ManagementView Profile, Robert Sotomayor