Account Type*** *******Account Owner*** *******Account Opps/Deals*** *****Closed Won • Aug 24****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Charles SchwabVP - Great Lakes Regional Banking ManagerMar 22 - PresentUbsAssociate Director / Wealth Management BankerJun 17- Apr 22Valeo Financial Advisors LlcFinancial AdvisorMay 16- May 17
Eric LesterSenior Financial AnalystView Profile, eric lesterJenny XiaoStudy Data ManagerView Profile, jenny xiaoAshley BaileyAccountantView Profile, ashley bailey