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
Avantax Planning PartnersDirector, Financial Planning ConsultantsJun 22 - PresentCharles SchwabVP - Branch Complex ManagerJun 99- Jun 22
Richard KorczCost ControllerView Profile, richard korczBob MckayGroup Chief Financial OfficerView Profile, bob mckayOskar UngerGroup Financial ControllerView Profile, oskar unger