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
Charles SchwabManaging DirectorNov 07 - PresentVanguardOperations Manager - Financial Advisor ServicesOct 99- Oct 07
Anurag GuptaField ArchitectView Profile, anurag guptaMiri NetanyaExecutive AssistantView Profile, miri netanyaRoslyn MaloneBank Brand Manager Scrum MasterView Profile, roslyn malone