Account Type*** ********Account Owner*** *****Account Opps/Deals***** *******Closed Won • Dec 24***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Charles SchwabVP, Sr Wealth Consultant Ultra High Net WorthJul 22 - PresentAdvisorycloudStrategic AdvisorJan 21 - PresentComprehensive Recovery SolutionsAdvisor To The BoardJan 21 - Present
Matt WaldonVice PresidentView Profile, matt waldonTim MundenSenior Leadership Development Practice Leader Through U WorkView Profile, tim mundenDana BakerSVP Originations SupportView Profile, dana baker