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
The Mather Group LlcWealth AdvisorNov 24 - PresentCharles SchwabVP - Financial ConsultantFeb 21- Oct 24Clover SportFinance and Revenue InternJun 18- Aug 19
Brian HollandLoan SpecialistView Profile, Brian HollandTracy TRisk ManagerView Profile, Tracy TTom HydesGroup Financial ControllerView Profile, Tom Hydes