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
ForgeBoard MemberMar 25 - PresentMorgan StanleyManaging DirectorJan 18- Mar 25Charles SchwabSenior Vice President, Investor ServicesJan 93- Nov 17
Ben SotoInside Sales SpecialistView Profile, Ben SotoAnita HensonSenior Sales RepresentativeView Profile, Anita HensonDavid KeilBoard MemberView Profile, David Keil