Account Type******** ***Account Owner**** ******Account Opps/Deals***** ****Closed Won • Nov 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
CitizensSr. Wealth AdvisorJun 22 - PresentCharles SchwabBranch Sales Leader - Providence, Newport and Cape CodSep 17- Jun 22Td AmeritradeRegional Sales Manager - Bank Chanel Sales Mar 10- Sep 17
Tali KarpControllerView Profile, tali karpBrian RindelsFinancial Services ManagerView Profile, brian rindelsJames DaviesGroup CFOView Profile, james davies