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, Sr Wealth Consultant Ultra High Net WorthJul 22 - PresentAdvisorycloudStrategic AdvisorJan 21 - PresentComprehensive Recovery SolutionsAdvisor To The BoardJan 21 - Present
Theresa ParkinsonSVP Consumer Change Oversight And Governance ExecutiveView Profile, Theresa ParkinsonDaniel KeithlyPresidentView Profile, Daniel KeithlyLuke ColtrinSVP Ecommerce MediaView Profile, Luke Coltrin