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
Charles SchwabVice President, Branch ManagerJan 15 - PresentE Trade From Morgan StanleyRegional Director - Northeast RegionOct 03- Feb 15TdBranch ManagerJan 97- Jan 03
Joshua BloomGeneral PartnerView Profile, joshua bloomOwen MadrickCo Founder COOView Profile, owen madrickGene RaphaelianManaging PartnerView Profile, gene raphaelian