Account Type**** *******Account Owner**** ******Account Opps/Deals******* *****Closed Won • Feb 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
Julie Riley CarpenterChief Administrative Officer Chief Financial OfficerView Profile, Julie Riley CarpenterSarah BurnsVice President Of AccountingView Profile, Sarah BurnsJorge MachadoChief Financial OfficerView Profile, Jorge Machado