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
CaptrustSenior Associate | Wealth OperationsDec 20 - PresentCharles SchwabTeam Lead/ManagerJul 15- Jul 16Capital GroupClient Services SpecialistOct 06- Jun 15
Deb LloydSenior Operational Compliance SpecialistView Profile, deb lloydMonika VermaQuality SpecialistView Profile, monika vermaXee LorOperations Support Specialist IIView Profile, xee lor