Account Type*** ***Account Owner*** ****Account Opps/Deals****** *******Closed Won • Nov 24****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Mercer AdvisorsRegional Vice PresidentSep 23 - PresentVanguardSenior Financial AdvisorJun 21- Oct 23Charles SchwabVP - Branch ManagerJan 11- Jun 21
Kelly LudwinskiAssociate Vice PresidentView Profile, kelly ludwinskiCindy EdvardsenChief Financial OfficerView Profile, cindy edvardsenDominic RuccellaInvestment Banking Vice PresidentView Profile, dominic ruccella