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
ArsSr Regional ConsultantJul 21 - PresentTransamericaAVP Investment salesMar 14- Jun 21Charles SchwabSr Financial ConsultantJan 06- Jan 14
Zach LathropStrategic Account ExecutiveView Profile, Zach LathropGeraldine ChenBusiness Development ManagerView Profile, Geraldine ChenElliott SchererEnterprise Account ExecutiveView Profile, Elliott Scherer