Account Type****** ***Account Owner*** *****Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Charles SchwabVP - Assistant Branch ManagerJan 21 - PresentTd AmeritradeBranch ManagerFeb 18- Jan 21ScottradeBranch ManagerApr 08- Feb 18
Chris RadfordSenior Manager Development FundraisingView Profile, chris radfordFederica TeodoriSenior Manager C Co E And GovernanceView Profile, federica teodoriJenna LavinInternView Profile, jenna lavin