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 SchwabManaging Director - Post-merger Integration Mar 18 - PresentDeloitteSenior Consultant - Strategy & OperationsOct 12- Aug 17Jp Marvel Wealth ManagementAsset Management InternJun 11- Aug 11
Thom KeyesVice President Of FinanceView Profile, Thom KeyesMonty YortVice President Finance Corporate DevelopmentView Profile, Monty YortMorgan MurphyDirector Of Private Equity PartnershipsView Profile, Morgan Murphy