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
Marysia BaartmanAssociate Area Sales Director ESG SustainabilityView Profile, marysia baartmanMatt HoltRegional Sales Director Retail WestView Profile, matt holtAlejandro PerezField Sales ManagerView Profile, alejandro perez