Account Type*** *****Account Owner******* ******Account Opps/Deals******* ****Closed Won • Aug 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
MarinerSenior Wealth ConsultantApr 24 - PresentCharles SchwabVP - Branch ManagerJan 18- Feb 24Fidelity InvestmentsVice President, Branch Office ManagerAug 98- Jan 18
Matt WilliamsSr Finance Application ConsultantView Profile, matt williamsMax MarellInvestor Sixth Street GrowthView Profile, max marellHelen DunneFinance Reporting Requirements AnalystView Profile, helen dunne