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
Annex Wealth ManagementChief Compliance OfficerSep 19 - PresentTD Ameritrade InstitutionalClient Experience Panel (formerly known as Operations Panel)Jun 16- Jan 19
Chanelle AvilaChange And Improvement CoachView Profile, chanelle avilaGlen KlinkRecruiter Professional ServicesView Profile, glen klinkSimon DelysHuman Resources Communications ManagerView Profile, simon delys