Account Type***** ***Account Owner****** ********Account Opps/Deals******** ****Closed Won • Aug 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Charles SchwabVP- Branch ManagerJul 18- Apr 23ScottradeDivisional Guidance ManagerNov 13- Mar 18Oppenheimer Co IncFinancial Advisor and Financial PlannerSep 11- Nov 13
Gregor MeisnerManaging Director Account Management DOO At Accenture Song DACHView Profile, gregor meisnerSandy RichardsonSenior Vice PresidentView Profile, sandy richardsonHolly HFounderView Profile, holly h.