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 SchwabDirector - Wealth Management & Relationship ConsultingApr 13 - PresentMorgan StanleyFinancial AdvisorApr 12- Apr 13CbizInsurace ProducerMay 11- Apr 12
Aaron LancasterDirectorView Profile, Aaron LancasterRaghavendra ShenoySenior Project ManagerView Profile, Raghavendra ShenoyDoug GardnerSenior Director Capital ProjectsView Profile, Doug Gardner