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
VanguardSales AssociateJul 21 - PresentCazenove CapitalClient Services ExecutiveJul 19- Jul 21SchrodersHR AssistantAug 16- Jul 19
Julie GlazerSales DirectorView Profile, Julie GlazerBeth ParsonsRetail Sales ManagerView Profile, Beth ParsonsRyan SalzmannBusiness Development DirectorView Profile, Ryan Salzmann