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
Charles SchwabSr Manager, High Net Worth RepAug 22 - PresentTd AmeritradeFinancial Services ManagerJul 18- Mar 22Security National BankCash Management Sales SpecialistOct 16- Jul 19
Jen LeclairManager Financial OperationsView Profile, Jen LeclairFredrik HolmgrenSenior Business Information ExecutiveView Profile, Fredrik HolmgrenRainer RabensteinSVP Lead To CashView Profile, Rainer Rabenstein