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 SchwabRegional Banking ManagerJan 21 - PresentWells Fargo Private BankWealth Management National Private BankerOct 17- Jan 21Wells FargoPremier Banker II, Assistant Vice PresidentOct 10- Oct 17
Mark DouglasCEOView Profile, Mark DouglasBrad DillonSenior Director Of ITView Profile, Brad DillonErica HornSenior Program ManagerView Profile, Erica Horn