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
Jensen Investment ManagementInternal Sales AssociateNov 21 - PresentVanguardRetirement SpecialistMar 20- Nov 21Charles SchwabClient Services ProfessionalJan 19- Mar 20
Peter LehmayerManager Advertising Sales And StrategyView Profile, Peter LehmayerCandice McbeeDirector Of North American Business DevelopmentView Profile, Candice McbeeChad NortonRegional Sales ManagerView Profile, Chad Norton