Account Type***** ******Account Owner***** ******Account Opps/Deals******** *******Closed Won • Nov 24**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
Nathan FouargeVice President Of Strategic SolutionsView Profile, nathan fouargeEmily ShallalExecutive Director Consumer Strategy Research InnovationView Profile, emily shallalBrian BatesSenior Director GTM StrategyView Profile, brian bates