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 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
Cara CollinsSr Account Manager Employee BenefitsView Profile, cara collinsQuique Lozano BlanchSales Area ManagerView Profile, quique lozano blanchScott StrahlSr Director Account ManagementView Profile, scott strahl