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
CaptrustClient Management Consultant Jan 23 - PresentTd AmeritradeClient Service Representative/ FCDAJun 18- Feb 21
Tasia MochernakSMB PartnershipsView Profile, tasia mochernakLeigh Ann MarkusStrategic Account ExecutiveView Profile, leigh ann markusNeil MastersAccount ManagerView Profile, neil masters