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 Compliance ManagerNov 21 - PresentBmo U SSenior Compliance Manager - Enterprise Compliance TrainingJan 01- Jan 20
Nicole SchermCompliance DirectorView Profile, Nicole SchermLan TrinhLegal Relationship Manager Senior AssociateView Profile, Lan TrinhAndrew OberdeckSVP Associate General CounselView Profile, Andrew Oberdeck