Account Type****** ****Account Owner******* *****Account Opps/Deals******** ***Closed Won • Dec 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Charles SchwabWealth AdvisorApr 24 - PresentMen In Blazers Media NetworkDirector of Digital VideoJul 23- Apr 24VanguardSenior Enablement Manager - Financial Advice & WellnessFeb 14- Jul 23
Scott MccannSenior Credit OfficerView Profile, scott mccannKineret HonenVP Finance I Head Of FinanceView Profile, kineret honenEmily HarrisFinancial ControllerView Profile, emily harris