Account Type******** ***Account Owner******** *****Account Opps/Deals*** ******Closed Won • Jan 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
Nick GolebiowskiAssociate Manager AccountingView Profile, Nick GolebiowskiAlexa MillerTeam Lead Credit AnalystView Profile, Alexa MillerAnastasiia KosenkovaSenior Tax AssociateView Profile, Anastasiia Kosenkova