Account Type*** *****Account Owner****** *******Account Opps/Deals***** *****Closed Won • Feb 25****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
John DouglassDirector Global Consumer InsightsView Profile, John DouglassMichael ChapelHead Of Marketing OperationsView Profile, Michael ChapelOmri TancmanFreelance WriterView Profile, Omri Tancman