Account Type****** ******Account Owner***** *******Account Opps/Deals***** ***Closed Won • Oct 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
Lola AriezaMerchandise Planning ManagerView Profile, lola ariezaSara M DentSenior Audit Manager VPView Profile, sara m. dentRyan FretwellDirector Revenue AccountingView Profile, ryan fretwell