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 SchwabVice President Finance TransformationNov 95 - PresentWells FargoSales AssociateAug 94- Nov 95
Bob PeeblerSenior Vice President FinanceView Profile, Bob PeeblerDave SwiftManaging Director MortgagesView Profile, Dave SwiftCatherine CarlstedtSenior Director LISC Strategic InvestmentsView Profile, Catherine Carlstedt