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
Northcoast Asset ManagementSenior Vice PresidentMar 23 - PresentCharles SchwabVP - Branch ManagerMar 10- Mar 23Fidelity InvestmentsInvestment ConsultantMar 08- Mar 10
Scott BurnsVP Enterprise InnovationView Profile, scott burnsBryan LeePresidentView Profile, bryan leeLily BlouinIndependent ConsultantView Profile, lily blouin