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
CitizensSr. Wealth AdvisorJun 22 - PresentCharles SchwabBranch Sales Leader - Providence, Newport and Cape CodSep 17- Jun 22Td AmeritradeRegional Sales Manager - Bank Chanel Sales Mar 10- Sep 17
Marko Sch NherrSenior Financial ControllerView Profile, Marko Sch NherrTara BrickertAccounts Receivable SpecialistView Profile, Tara BrickertGreg LangolfPricing AnalystView Profile, Greg Langolf