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
Morgan StanleyAssistant Vice PresidentMay 20 - PresentCharles SchwabRegional Support SpecialistNov 10- Nov 19Wedbush SecuritiesRegistered RepresentativeJan 05- Sep 06
Brad DavisChief Operating Officer COOView Profile, Brad DavisGreg DodsonSr Director Operational Risk StrategyView Profile, Greg DodsonRyan KocherMedicare Chief Growth OfficerView Profile, Ryan Kocher