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
Jensen Investment ManagementInternal Sales AssociateNov 21 - PresentVanguardRetirement SpecialistMar 20- Nov 21Charles SchwabClient Services ProfessionalJan 19- Mar 20
Elyse DegrazierAccount Development RepresentativeView Profile, elyse degrazierKurt SadowskiBusiness Development RepresentativeView Profile, kurt sadowskiAmy BodnarWholesale Sales CoordinatorView Profile, amy bodnar