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 SchwabDirector, RIA Channel StrategistJun 16 - PresentDerseProgram StrategistApr 14- May 16Compassion InternationalStrategy Management DirectorApr 05- Mar 14
Lydia JensonMarketing Content ManagerView Profile, Lydia JensonMatt HelmeDirector Marketing And CommunicationsView Profile, Matt HelmeLambert HuiRegional Marketing ManagerView Profile, Lambert Hui