Account Type****** ****Account Owner******** ****Account Opps/Deals**** ******Closed Won • Dec 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Charles SchwabSenior Manager, Advisor Services Field MarketingSep 24 - PresentThe Goddard SchoolOffice AdministratorSep 23- Sep 24Wealth EnhancementProduct Marketing ManagerSep 22- Mar 23
Rachel SlatteryDirector Of Demand GenerationView Profile, rachel slatteryAlison CuneoEvent ManagerView Profile, alison cuneoReid GoodfellowProduct Marketing ManagerView Profile, reid goodfellow