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