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
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
Mary GreeneFounderView Profile, Mary GreeneBrian RuderCo Managing Partner And Co CEOView Profile, Brian RuderCynthia A SmithFounder Strategic ConsultantView Profile, Cynthia A Smith