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 SchwabVP - Complex ManagerJun 99 - PresentAmerican Express Financial AdvisorsFinancial AdvisorFeb 97- Jun 99PainewebberFinancial AdvisorJan 96- Aug 96
October MowattSenior Pre Suit SecretaryView Profile, October MowattDelin Bruce ChenProject Manager For Cool LED In ChinaView Profile, Delin Bruce ChenCarol KeithCurriculum Development Manager Technical TrainerView Profile, Carol Keith