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 SchwabVP - Branch ManagerApr 15 - PresentUsaaManager - Financial Planning and AdviceJul 11- Mar 15T Rowe PriceManager - Investment and Retirement PlanningNov 03- Aug 11
Stephanie RobertsChief Executive OfficerView Profile, stephanie robertsLou PetrossiFounder CEOView Profile, lou petrossiRaul EstradaSenior Vice President Global Member ServicesView Profile, raul estrada