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 SchwabFixed Income SpecialistJan 23 - PresentWilliam BlairRegional AssociateAug 21- Jan 23JpmorganchaseVice President - Municipal SalesFeb 03- May 16
Rich FrazierDirector Of Finance ControllerView Profile, Rich FrazierAnthony DelucaStaff AccountantView Profile, Anthony DelucaShangeetha JeyamanoharSenior Manager Fintech Partnerships InnovationView Profile, Shangeetha Jeyamanohar