Account Type***** ********Account Owner******** ****Account Opps/Deals******** ********Closed Won • Feb 25****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Occu Oregon Community Credit UnionSenior Financial Consult - OCCU Investment ServicesFeb 20 - PresentCharles SchwabVice President - Financial ConsultantJun 12- Feb 20
Scott KnaubertSr Financial AdvisorView Profile, Scott KnaubertYathavan SuthaharanSenior Investment AnalystView Profile, Yathavan SuthaharanWing Yan Lily XuanSenior Internal AuditorView Profile, Wing Yan Lily Xuan