Account Type***** *******Account Owner****** *****Account Opps/Deals****** ****Closed Won • Oct 24***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
Kalye HenryStrategic Account ManagerView Profile, kalye henryPeter SandmanAccount DirectorView Profile, peter sandmanCori LuskPartner Go To Market ManagerView Profile, cori lusk