Account Type******** *******Account Owner***** *******Account Opps/Deals*** ***Closed Won • Jul 24****K $Closed
*** ********Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Charles SchwabSr. Manager, Brokerage ServicesOct 20 - PresentTd AmeritradeLearning And Development SpecialistJul 17- Feb 23Bonefish GrillTraining SpecialistJun 12- Jul 17
Georgina BeardHead Of Sales EnablementView Profile, georgina beardDawn LassiterMarket Director Of SalesView Profile, dawn lassiterAlan ScottDirector Retail Intermediary AXA Retail InsuranceView Profile, alan scott