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
OutreachSr. Services ArchitectJan 19 - PresentCharles SchwabVice President - Financial ConsultantMar 13- Jul 16Pacific Capital Resource GroupFinancial AdvisorJul 09- Mar 13
James WSenior Process Engineer Facilities And Conveyance SystemsView Profile, James WSpencer HendersonSr Enterprise AEView Profile, Spencer HendersonBeatriz PerezSenior Application ConsultantView Profile, Beatriz Perez