Account Type******** *****Account Owner*** ******Account Opps/Deals****** ******Closed Won • Aug 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, Client Service and SupportAug 21 - PresentTd AmeritradeManaging Director, Investor Services Apr 10- Aug 21Merrill LynchDirector Money Manager Services - ML Wealth ManagementJan 07- Apr 10
Philip FarmerContact Center DirectorView Profile, philip farmerIsabel CandosoSenior CX Workforce ManagerView Profile, isabel candosoChen DganiDirector Of Customer Service And Technical SupportView Profile, chen dgani