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
All Pro Capital LlcInvestor Relationship ManagerJan 24 - PresentCharles SchwabVP - Branch ManagerMar 07- Jan 24Fidelity InvestmentsManager, Business AnalystOct 95- Apr 07
Dylan RaghunandanCapacity Planner Fin OpsView Profile, dylan raghunandanKim GlammeierAccounts Receivable SpecialistView Profile, kim glammeierJan LampertAssociateView Profile, jan lampert