Account Type**** ***Account Owner******** ******Account Opps/Deals******* ********Closed Won • Jan 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Freedom AdvisorsSenior Premier Relationship MangerDec 16 - PresentAssetmarkRegional Relationship ManagerApr 13- Dec 16Union BankBank TellerOct 12- Apr 13
Stephen StringhamBranch BrokerView Profile, Stephen StringhamKim CharlesNortheast Regional Sales ManagerView Profile, Kim CharlesConstantin SchneiderSenior Enterprise Account ExecutiveView Profile, Constantin Schneider