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
Rbc Wealth ManagementInvestment AssociateJun 16 - PresentCharles SchwabIndependent Branch Financial ConsultantSep 14- Sep 15E Cycle IncAccount ManagerJan 12- Dec 12
Steven SwedbergFiscal Policy Analyst TransportationView Profile, Steven SwedbergThornton LangBusiness AnalystView Profile, Thornton LangKaren ListerCredit AnalystView Profile, Karen Lister