Account Type*** ******Account Owner***** ****Account Opps/Deals**** *******Closed Won • Apr 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