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
Stephen SistrunkDirector Venture BankingView Profile, stephen sistrunkJenna JodoinBilling Operations ManagerView Profile, jenna jodoinNouri HadaviFinancial ControllerView Profile, nouri hadavi