Account Type****** ***Account Owner******* ********Account Opps/Deals****** ***Closed Won • Jan 25**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Charles SchwabFixed Income SpecialistJan 23 - PresentWilliam BlairRegional AssociateAug 21- Jan 23JpmorganchaseVice President - Municipal SalesFeb 03- May 16
Deonie DonaldsonAccountantView Profile, Deonie DonaldsonSusan JordanFinance ManagerView Profile, Susan JordanSteve BaroniPartner Accounting And CFO Advisory And Software Consulting GroupsView Profile, Steve Baroni