Account Type******** ****Account Owner******* ******Account Opps/Deals****** ***Closed Won • Feb 25****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
Alison ClarkeChief Financial OfficerView Profile, Alison ClarkeNiv AmitayVP RevenueView Profile, Niv AmitayEddie FaulknerVice President Creative Financial OperationsView Profile, Eddie Faulkner