Account Type******* ******Account Owner******** *****Account Opps/Deals****** ******Closed Won • Feb 25**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Hightower AdvisorsDirector of Trust OperationJul 22- Mar 25Charles SchwabSr Team ManagerApr 96- Jul 22
Jocelyn OseguedaOperations SupervisorView Profile, Jocelyn OseguedaMichael FabianiProject ManagerView Profile, Michael FabianiMarissa JohnsonSenior Manager Revenue OperationsView Profile, Marissa Johnson