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
Matt JonesWealth Advisor Schwab Wealth AdvisoryView Profile, Matt JonesTyler HendrickAsset ManagerView Profile, Tyler HendrickMegan SchickTouring AccountantView Profile, Megan Schick