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
GamfinFinancial CounselorMar 25 - PresentButler UniversityFull Time Grad Student / Licensed Mental Health Counseling (expected 12/31/26)Jan 25 - PresentCharles SchwabVP - Great Lakes Regional Banking ManagerMar 22- Mar 25
Tanja ScheliessnigFunding ManagerView Profile, Tanja ScheliessnigCaroline NewellGroup Finance DirectorView Profile, Caroline NewellErica MeissnerCompliance Quality Assurance Manager Financial Crimes Compliance Vice PresidentView Profile, Erica Meissner