Account Type***** ***Account Owner****** ******Account Opps/Deals*** ******Closed Won • Oct 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Charles SchwabDirector, Mutual Fund OperationsMar 15 - PresentOppenheimerfundsVP, Client Service & AdministrationJul 05- Feb 15
Alex TkachukHead Of Sales OperationsView Profile, alex tkachukDave GoldsteinSr Manager Revenue OperationsView Profile, dave goldsteinRebecca MadridMedical Communications Operations ManagerView Profile, rebecca madrid