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
Charles SchwabVP, Regional Banking ManagerMay 18 - PresentMorgan StanleyPrivate BankerNov 15- May 18Wells Fargo AdvisorsArea Sales ManagerFeb 08- Oct 15
Pam LeaseVice President Corporate FinanceView Profile, Pam LeaseJeremy NichollsChief Financial OfficerView Profile, Jeremy NichollsVarvara AlvaChief Financial OfficerView Profile, Varvara Alva