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
Charles SchwabVice President - Financial ConsultantAug 17 - PresentForesters Financial ServicesFinancial RepresentativeMay 16- Aug 17
James StrezewskiChief Financial OfficerView Profile, james strezewskiJohn BeattyChief Operating Officer VP Of FinanceView Profile, john beattyRick MartinChief Financial OfficerView Profile, rick martin