Account Type****** *******Account Owner******** ****Account Opps/Deals******* ********Closed Won • Jan 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
Tomas BosichBusiness Program ManagerView Profile, Tomas BosichArthur ColbyChief Of Staff To The CEOView Profile, Arthur ColbyDoug LStrategic Communications AdvisorView Profile, Doug L