Account Type*** *****Account Owner***** ***Account Opps/Deals****** ******Closed Won • Jan 25****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
Kevin FentonSenior Director Business DevelopmentView Profile, Kevin FentonKim BrownDirector Worldwide Partner DevelopmentView Profile, Kim BrownAmber TreschDistrict Manager Major Accounts Tier IIIView Profile, Amber Tresch