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 SchwabVP - Branch Manager Jul 19 - PresentScottradeBranch ManagerMay 04- Mar 18Prospera FinancialAssistant Trader, Operations, AccountingJan 01- Jan 04
Ashley JohnsonBusiness Development ExecutiveView Profile, Ashley JohnsonKellee MikulsExecutive DirectorView Profile, Kellee MikulsTodd SpohnVice President Of Business DevelopmentView Profile, Todd Spohn