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 SchwabDivision Director - Wealth Management Consulting, Eastern DivisionApr 12 - PresentThriventPartnerMar 10- Apr 12Ameriprise Financial Services LlcField Vice PresidentMay 00- Feb 10
Annie FlachsbarthDirector Of Strategic CommunicationsView Profile, Annie FlachsbarthTomeeka MillerSpecial Assistant To The PresidentView Profile, Tomeeka MillerMichael KindermanBusiness AdvisorView Profile, Michael Kinderman