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
Franklin TempletonClient Portfolio ManagerOct 04 - PresentCharles SchwabInvestment ConsultantAug 97- Jun 04
Alison ChaiSenior Accounting ManagerView Profile, alison chaiMike DunnCFOView Profile, mike dunnNicholas CarrollFinance ManagerView Profile, nicholas carroll