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
Edward JonesSr Change Strategy LeaderAug 21 - PresentTd AmeritradePrivate Client Services Sr ManagerJan 18- Aug 21ScottradeBrokerage SupervisorAug 13- Jan 18
Tom GrimesCorp VP Partnerships And InnovationView Profile, Tom GrimesSophia WestrichStrategic AdvisorView Profile, Sophia WestrichNic WidhalmHead Of Salesforce StrategyView Profile, Nic Widhalm