Account Type*** ********Account Owner**** ******Account Opps/Deals***** ***Closed Won • Jan 25****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
Balasubramanian VishwanathanHead Of Customer Service Credit CardView Profile, Balasubramanian VishwanathanMarissa ClawsonMedicare Customer Care RepresentativeView Profile, Marissa ClawsonJenifer ThomasCall Center RepresentativeView Profile, Jenifer Thomas