Account Type**** ****Account Owner****** ****Account Opps/Deals******** ***Closed Won • Aug 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
Carly KarmelSales ManagerView Profile, carly karmelJudy YeeVice President Head Of North America MarketsView Profile, judy yeeMathieu TackKey Account ManagerView Profile, mathieu tack