Account Type******* ******Account Owner**** ******Account Opps/Deals******** ******Closed Won • Jan 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
Evan BensonSenior Director AccountingView Profile, Evan BensonKelly SullivanCorporate AccountantView Profile, Kelly SullivanPayal BhandariSr Manager Financial Planning And AnalysisView Profile, Payal Bhandari