Account Type***** ********Account Owner******** ******Account Opps/Deals**** ***Closed Won • Nov 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
Marc HughesSenior Manager Strategic SkillsView Profile, marc hughesJill CullitonDirector Of Business Planning And StrategyView Profile, jill cullitonSuzanne MooreP A To DirectorsView Profile, suzanne moore