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
The Gap HqHead of FinanceMay 21 - PresentPartners Wealth GroupOperations & Innovation ManagerOct 11- May 21
Laura LopezFinancial Planning And Analysis ManagerView Profile, Laura LopezDenise FuchsCustomer Development Finance ManagerView Profile, Denise FuchsMichaela BobertPrivate Client Service Associate TD Wealth Private Investment CounselView Profile, Michaela Bobert