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 SchwabManaging Director Sales, Service and Marketing TechnologyMar 18 - PresentOppenheimerfundsVP Corporate Technology GroupJun 06- Mar 18Braun ConsultingTechnical Delivery ManagerNov 02- Jan 04
Kara IversonSenior Client Relationship Executive National AccountsView Profile, Kara IversonTony ShortVice President Regional Sales Channel Management North AmericaView Profile, Tony ShortCourtney PickettFinancial Services Enterprise Account ExecutiveView Profile, Courtney Pickett