Account Type**** ******Account Owner**** ********Account Opps/Deals**** *******Closed Won • Dec 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Charles SchwabBrokerNov 23 - PresentSafe Harbor Financial Nasdaq ShfsPrivate BankerJan 22- Sep 23National Credit CareSenior Credit AdvisorFeb 21- Feb 22
Emily WaiteDirector Strategic SolutionsView Profile, emily waiteGreg EckhardtSalesView Profile, greg eckhardtJoshua ConineDirector Capture ManagementView Profile, joshua conine