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
Edward JonesSr Change Strategy LeaderAug 21 - PresentTd AmeritradePrivate Client Services Sr ManagerJan 18- Aug 21ScottradeBrokerage SupervisorAug 13- Jan 18
Eva SchoenleitnerVICE PRESIDENT PARTNERSHIPSView Profile, Eva SchoenleitnerMike RossVice PresidentView Profile, Mike RossMonica ManotasMember Board Of DirectorsView Profile, Monica Manotas