Account Type******** ******Account Owner******** ****Account Opps/Deals****** ****Closed Won • Dec 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Srs AcquiomSenior Reconciliation & Imports AnalystNov 22 - PresentRobinhoodLicensed Investments AssociateDec 20- Aug 22Charles SchwabLicensed Financial Services ProfessionalDec 19- Dec 20
Lisa BenjaminStrategic Business Consultant Insurance Claim LeaderView Profile, lisa benjaminZach ConleySenior Investment Operations SpecialistView Profile, zach conleyEva EscarzagaSr Executive Assistant To SVP Tax And Treasury VP Integration CFO Sharefile VP Business AppsView Profile, eva escarzaga