Account Type******** ******Account Owner******** ********Account Opps/Deals**** ***Closed Won • Aug 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
May BittonAssociateView Profile, may bittonSwapnil SononePricing AnalystView Profile, swapnil sononeClaire WattAccounts Payable SpecialistView Profile, claire watt