Account Type******** ******Account Owner******** *******Account Opps/Deals****** ********Closed Won • Oct 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Wells FargoFinancial Crimes Officer VPApr 17 - PresentNational Planning Holdings NphAVP ComplianceJul 05- Oct 15Charles SchwabSenior ManagerJul 00- Feb 05
Suzanne FohlChief Financial OfficerView Profile, suzanne fohlBrian MccarthyPrincipal Chief Investment OfficerView Profile, brian mccarthyIzzy WolffVice President Strategic And Financial OperationsView Profile, izzy wolff