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
Charles SchwabSenior Regional Manager | Schwab Wealth Advisory™Sep 21 - PresentJanney Montgomery Scott LlcProduct Manager, Investment Advisory - Wealth MangementMay 18- Sep 21Merrill EdgeVice President - Manager of Merrill Edge Sales Client Relationship TeamJan 10- Jun 17
Tom GladbachPrincipal Credit OfficerView Profile, Tom GladbachMerrick ColeAssurance SeniorView Profile, Merrick ColeRandi HernandezSenior Accounting ManagerView Profile, Randi Hernandez