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
Charles SchwabFinancial Analyst/ConsultantMay 22- Jan 25Wells Fargo AdvisorsResearch AssistantJan 21- Feb 22Tiaa Cref Financial ServicesRetirement ConsultantSep 19- Jan 20
Douglas GrahamEnvironmental ConsultantView Profile, douglas grahamConnor FedericoSenior Manager VideoView Profile, connor federicoMark EdwardsSr Project Manager DirectView Profile, mark edwards