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 SchwabResolution ManagerMar 16 - PresentForesters FinancialInvestment AdvisorJun 15- Jan 16Us ArmyInfantrymanFeb 05- Feb 09
Sarabeth RitchSenior Implementation ConsultantView Profile, Sarabeth RitchSue HamiltonExecutive ProducerView Profile, Sue HamiltonMichael ShiffmanOperations ManagerView Profile, Michael Shiffman