Account Type**** ****Account Owner******** ********Account Opps/Deals****** ******Closed Won • Aug 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
Matt BrownChief Revenue OfficerView Profile, matt brownBeverly BarronReal Estate Sales AgentView Profile, beverly barronRyan PetersonAssistant Vice PresidentView Profile, ryan peterson