Account Type*** ****Account Owner******* ********Account Opps/Deals*** ***Closed Won • Dec 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
MarinerReferral Partner Program Regional Manager of Business Development Eastern RegionDec 19 - PresentTiaaWealth Management ConsultantJul 15- Dec 19Charles SchwabVariousMar 08- Jul 15
Scott BlackAccount ManagerView Profile, scott blackWout BolManager International SalesView Profile, wout bolChad BrownAccount ManagerView Profile, chad brown