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 SchwabRetirement Operations SpecialistMay 21 - PresentFreedom Financial NetworkClient Onboarding Specialist IIFeb 18- May 21
Lisa MosesManager CHOICES Training And Staff DevelopmentView Profile, Lisa MosesChristine HarlerOffice Coordinator Human ResourcesView Profile, Christine HarlerMary WesleyHuman Resources GeneralistView Profile, Mary Wesley