Account Type******* *******Account Owner*** *****Account Opps/Deals****** ****Closed Won • Jul 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Charles SchwabVice President, Branch ManagerMay 20 - PresentUsaaSenior Manager, Wealth ManagementApr 09- May 20Us ArmyCommissioned OfficerMay 85- Jun 15
Kevin LounsberryDirector Of Special ProjectsView Profile, kevin lounsberryGregory ManleyPortfolio ManagerView Profile, gregory manleyToni SharpProject Accounting ManagerView Profile, toni sharp