Account Type****** ***Account Owner****** ******Account Opps/Deals****** *****Closed Won • Mar 25***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
TradepmrIntegrations, DirectorAug 24 - PresentApex Fintech SolutionsSenior Director, Advisory at Apex Fintech SolutionsApr 22- Aug 24Charles SchwabSenior Product Manager, 3rd Party Integration RelationshipsNov 20- Apr 22