Account Type******** *******Account Owner***** ********Account Opps/Deals*** ******Closed Won • Oct 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
Mark MarceloVice President Of FinanceView Profile, mark marceloJeff TownsendVice President Corporate FinanceView Profile, jeff townsendBrian SchofieldManaging Director Head Of Capital MarketsView Profile, brian schofield