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
EarnestSenior Manager, Financial Planning and AnalysisSep 24 - PresentHuman InterestDirector, Financial Planning and AnalysisMay 20- Dec 23Charles SchwabFinance DirectorOct 12- Nov 19
Connie ClarkSenior Finance ManagerView Profile, Connie ClarkRobert OrchardSenior Tax AccountantView Profile, Robert OrchardBindu VSenior Accounts Receivable AnalystView Profile, Bindu V