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 SchwabIndependent Branch Leader and Financial ConsultantDec 22 - PresentStadion Money ManagementConsultantJan 01- Sep 22
Chris BernerHead Of FinanceView Profile, chris bernerCatherine KehoeGroup Financial ControllerView Profile, catherine kehoeEthel JoubertFinancial ManagerView Profile, ethel joubert