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
4 U Platform LlcChief Engagement OfficerAug 22 - PresentCharles SchwabVP - Assistant Branch ManagerJun 18- Aug 22ZieglerSenior Vice President, Practice DevelopmentOct 98- Mar 18
Brandon DelersonProgram ManagerView Profile, brandon delersonEric LaursenSr DirectorView Profile, eric laursenMichael SoderbergGlobal Head Private MarketsView Profile, michael soderberg