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
Henrik Kluug SorensenChief Financial OfficerView Profile, Henrik Kluug SorensenStephanie JefferyManaging Director Head Of Independent Risk Credit Operations And Collections OversightView Profile, Stephanie JefferyYoonjong Joe JoVice President Global Mergers Acquisitions VenturesView Profile, Yoonjong Joe Jo