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, Client Service and SupportAug 21 - PresentTd AmeritradeManaging Director, Investor Services Apr 10- Aug 21Merrill LynchDirector Money Manager Services - ML Wealth ManagementJan 07- Apr 10
Afton FAgent Care SupervisorView Profile, afton f.Minta DutchAssociate Manager Of Customer ServiceView Profile, minta dutchLacey LanktreeDirector Of CareView Profile, lacey lanktree