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
Northcoast Asset ManagementSenior Vice PresidentMar 23 - PresentCharles SchwabVP - Branch ManagerMar 10- Mar 23Fidelity InvestmentsInvestment ConsultantMar 08- Mar 10
Meredith LewisDirector Global Workforce Expansion And ComplianceView Profile, meredith lewisMark G CannonVice President General ManagerView Profile, mark g cannonJulie NelsonManaging Director Of Architectural SolutionsView Profile, julie nelson