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
Saltmarsh Financial Advisors LlcDirectorJul 24 - PresentCharles SchwabVP - Branch ManagerJan 15- Sep 24Ameriprise Financial Services LlcFinancial ConsultantJun 04- Jun 06
Jon DipietroDigital Marketing SpecialistView Profile, jon dipietroJackie VorheisField Marketing ManagerView Profile, jackie vorheisLinda ApodacaManager Of Community EngagementView Profile, linda apodaca