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
SalesforceAccount Executive, Financial ServicesDec 20 - PresentRobinhoodCustomer Experience Jul 20- Dec 20Charles SchwabInvestor ServicesJan 19- Dec 19
Sean McquilliamsAssistant ControllerView Profile, sean mcquilliamsBar N CohenAssociateView Profile, bar n cohenDana YeshayaFinancial Planning AnalystView Profile, dana yeshaya