Account Type***** ***Account Owner******** ******Account Opps/Deals******** ********Closed Won • Jul 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Charles SchwabDirector - ComplianceJan 19 - PresentMerrill LynchDirector - ComplianceJan 09- Dec 18Bank Of AmericaVice President - ComplianceJul 05- Jan 09
Cindy ChanSenior Program ManagerView Profile, cindy chanTobi BauckhageCo Founder Managing DirectorView Profile, tobi bauckhageHolly BowmanManagerView Profile, holly bowman