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
Ben WalkerVP FinanceView Profile, ben walkerJustin ThreetVice President Corporate ControllerView Profile, justin threetGreg G GroteVice President Senior Credit OfficerView Profile, greg g. grote