Account Type***** *******Account Owner***** ****Account Opps/Deals****** ****Closed Won • Jan 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
Emma FedericovaInterim Senior Financial ControllerView Profile, Emma FedericovaJj BowlesInvestment DirectorView Profile, Jj BowlesLee StriegelDirector FinanceView Profile, Lee Striegel