Account Type***** ******Account Owner****** ***Account Opps/Deals*** *****Closed Won • Jul 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Saltmarsh Financial Advisors LlcDirectorJul 24 - PresentCharles SchwabVP - Branch ManagerJan 15- Sep 24Ameriprise Financial Services LlcFinancial ConsultantJun 04- Jun 06
Bryan HoeftVice President MarketingView Profile, bryan hoeftMathieu GuervilleStrategy Corporate Development DirectorView Profile, mathieu guervilleLisa LabatutHead Of Marketing Digital Northern EuropeView Profile, lisa labatut