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 SchwabManaging Director, Client Service & SupportApr 19 - PresentSmu Cox School Of BusinessAdjunct Professor - Management and OrganizationsJan 19 - PresentFidelity InvestmentsSenior Vice PresidentNov 00- Mar 19
Michael TrierGeschaftsfuhrerView Profile, Michael TrierBrad MossFounder And CEOView Profile, Brad MossBethany ReillySenior Leadership RepresentativeView Profile, Bethany Reilly