Account Type***** ******Account Owner******** ****Account Opps/Deals**** *******Closed Won • Oct 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Charles SchwabVP, Regional Banking ManagerMay 18 - PresentMorgan StanleyPrivate BankerNov 15- May 18Wells Fargo AdvisorsArea Sales ManagerFeb 08- Oct 15
Truong TranVice President TreasuryView Profile, truong tranFred GraffamExecutive Vice President And Chief Financial OfficerView Profile, fred graffamPatty WyngaardVice President Of Finance HRView Profile, patty wyngaard