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
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
Ryan TallmanSr Manager Accounting Financial ReportingView Profile, Ryan TallmanNick WaldvogelSenior Manager ShareholderView Profile, Nick WaldvogelKim MastersSenior Manager Of Optical InsuranceView Profile, Kim Masters