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
Charles SchwabFinancial Analyst/ConsultantMay 22- Jan 25Wells Fargo AdvisorsResearch AssistantJan 21- Feb 22Tiaa Cref Financial ServicesRetirement ConsultantSep 19- Jan 20
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