Account Type*** ****Account Owner****** ******Account Opps/Deals***** *******Closed Won • Aug 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
Ian SteenBusiness Development DirectorView Profile, ian steenAlex WertymerSales DirectorView Profile, alex wertymerThomas DempseyBusiness Development ManagerView Profile, thomas dempsey