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
Charles SchwabFinancial Consultant, VPDec 15 - PresentLadenburg ThalmannSenior Vice PresidentAug 13- Aug 15AlliancebernsteinInstitutional ConsultantJun 10- Aug 13
Todd SlawsonChief Financial OfficerView Profile, Todd SlawsonZane RoweChief Financial OfficerView Profile, Zane RoweRyan GallagherVice President Credit Risk OfficerView Profile, Ryan Gallagher