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 SchwabVice President - Financial ConsultantAug 17 - PresentForesters Financial ServicesFinancial RepresentativeMay 16- Aug 17
Scott AllenChief Financial OfficerView Profile, Scott AllenPatrick DoranVP PricingView Profile, Patrick DoranLarry HargisDirector Of Develoment And CFOView Profile, Larry Hargis