Account Type**** *******Account Owner***** ********Account Opps/Deals****** ****Closed Won • Nov 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
Garrett HolmesAccounts Payable SpecialistView Profile, garrett holmesDorota NinardSenior Financial SpecialistView Profile, dorota ninardShreyas ThombareAVP Risk Management Reporting Senior AnalystView Profile, shreyas thombare