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
Schwab Advisor ServicesSenior Program ManagerMar 20 - PresentTd Ameritrade InstitutionalSenior ManagerJan 13- Mar 25Merrill LynchField Marketing ConsultantJan 87- Jan 13
Dev SrivastavaPrincipal ConsultantView Profile, Dev SrivastavaRam MohanSenior Dev Ops EngineerView Profile, Ram MohanJohn JacobManagerView Profile, John Jacob