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
Charles SchwabManaging Director - Regional Market ExecutiveFeb 94 - PresentFranklin TempletonFund InformationJan 90- Jan 94
Natalie AllenExecutive Assistant To CEOView Profile, natalie allenJim WiandtFounder And CEOView Profile, jim wiandtCedric SavareseFounder CEOView Profile, cedric savarese