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
Charles SchwabVP - Branch ManagerApr 15 - PresentUsaaManager - Financial Planning and AdviceJul 11- Mar 15T Rowe PriceManager - Investment and Retirement PlanningNov 03- Aug 11
Mark LeisterGeneral PartnerView Profile, mark leisterBill MillerOwner Managing PartnerView Profile, bill millerJoseph YaffePartner Head Of Palo Alto OfficeView Profile, joseph yaffe