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 SchwabSenior Relationship Manager, Strategic Business DevelopmentOct 14 - PresentCerulli AssociatesSenior National Key Account ManagerMar 11- Oct 14Putnam InvestmentsSr. Regional Marketing AssociateAug 07- Mar 11
Aaron McnultyField Sales LeaderView Profile, Aaron McnultyNathan McgrailCommercial Account ExecutiveView Profile, Nathan McgrailSanjay DwivedySenior Regional Sales DirectorView Profile, Sanjay Dwivedy