Account Type***** ******Account Owner***** *******Account Opps/Deals****** *****Closed Won • Oct 24**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
Kaitlin SahlingerSenior Manager Professional ServicesView Profile, kaitlin sahlingerJohnston SmithInformation Technology DirectorView Profile, johnston smithJoel BennettManaging DirectorView Profile, joel bennett