Account Type***** ***Account Owner**** ********Account Opps/Deals**** *****Closed Won • Feb 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
Laurel TannerAccount ExecutiveView Profile, Laurel TannerAmanda NavarroSales ExecutiveView Profile, Amanda NavarroJohn BailAccount Manager South Central RegionView Profile, John Bail