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
CaptrustSenior Manager, Wealth Client ServicesDec 19 - PresentCharles SchwabTeam Manager, Advisor Platform SupportMay 11- Dec 19
Molly GocellaDirector Of Customer ServiceView Profile, molly gocellaAri HoffmanDirector Of Customer Advocacy CommunityView Profile, ari hoffmanGregory ColsonSenior Technical Client Success Manager E CommerceView Profile, gregory colson