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 SchwabDirector of Learning and DevelopmentMay 20 - PresentUsaaDirector Financial Planning and AdviceSep 10- May 20
Seth DuffyHolistic Program Manager Wellness CoachView Profile, Seth DuffyKellie HolmbergHR Business PartnerView Profile, Kellie HolmbergTaylor CrowleyRecruiterView Profile, Taylor Crowley