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
CaptrustSenior Vice President, Financial AdvisorNov 20 - PresentCharles SchwabFinancial ConsultantNov 97- Dec 13
Diana CionteaVice President FinanceView Profile, diana cionteaMichael GaramoniChief Financial OfficerView Profile, michael garamoniCherilyn OwenGlobal Head Financial Crime Compliance OperationsView Profile, cherilyn owen