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 SchwabBrokerNov 23 - PresentSafe Harbor Financial Nasdaq ShfsPrivate BankerJan 22- Sep 23National Credit CareSenior Credit AdvisorFeb 21- Feb 22
Kevin JordanDirector Of Business DevelopmentView Profile, Kevin JordanNena JonesCommunity Sales DirectorView Profile, Nena JonesJohn PapagniSales Director EnterpriseView Profile, John Papagni