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
Avantax Planning PartnersDirector, Financial Planning ConsultantsJun 22 - PresentCharles SchwabVP - Branch Complex ManagerJun 99- Jun 22
Daniel De AlmeidaGerente De FaturamentoView Profile, Daniel De AlmeidaIrene CastellsFinance ManagerView Profile, Irene CastellsArto VFinance And OperationsView Profile, Arto V