Account Type**** ****Account Owner****** ****Account Opps/Deals***** *******Closed Won • Oct 24****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
Lior LavidStrategic Partnerships Development ManagerView Profile, lior lavidCharlie BowmanGlobal Content Strategy DirectorView Profile, charlie bowmanRicardo PengelPrincipal Consultant Head Of Consumer Goods PracticeView Profile, ricardo pengel