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 SchwabClient Portfolio StrategistJan 22 - PresentWasmer SchroederBusiness Development AssociateSep 16- Jul 20
Audrey BellisSenior Manager Sales EnablementView Profile, audrey bellisKoenraad De JongheSenior Business Development ManagerView Profile, koenraad de jongheJarod SheltonBusiness Development ManagerView Profile, jarod shelton