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
Charles SchwabDirector Schwab Wealth Advisory Southwest RegionSep 14 - PresentNewmarkDirector of OperationsJan 08- Aug 14
Jan Erik SvendsenCommercial DirectorView Profile, Jan Erik SvendsenDaniel EhlerU S Sales Manager Commercial IndustrialView Profile, Daniel EhlerJennifer SaitoCommercial Account ExecutiveView Profile, Jennifer Saito