Account Type****** ***Account Owner*** ****Account Opps/Deals******** ******Closed Won • Aug 24***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Avantax Planning PartnersDirector, Financial Planning ConsultantsJun 22 - PresentCharles SchwabVP - Branch Complex ManagerJun 99- Jun 22
Dawn CreightonHead Of Customer Strategy Performance And ExperienceView Profile, dawn creightonEynav Navi AzariaChief Product Officer CPOView Profile, eynav (navi) azariaAnn KennedyDirector Digital Program OperationsView Profile, ann kennedy