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
Wells FargoHead of Marketing, Private Wealth ManagementSep 14- Feb 24Franklin TempletonSenior Vice President, Global Advertising and SponsorshipsFeb 10- Sep 14Charles SchwabVice President, Charles Schwab Community ServicesJul 91- Dec 08
Matt WurstaFounder CEOView Profile, Matt WurstaVikas KumarFounder CEOView Profile, Vikas KumarIlan ReingoldCEOView Profile, Ilan Reingold