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 SchwabDirector, Advisor Services StrategyAug 17 - PresentBmo Family OfficeInvestment AssociateAug 15- Aug 17Charles SchwabManager, Business StrategyJul 14- Aug 15
Taylor HornBrand Strategy ManagerView Profile, taylor hornLauren KochDirector Of Strategic OperationsView Profile, lauren kochTracy PiconGlobal Health Life Science Industry Advisor Chief Health Industry Learning OfficerView Profile, tracy picon