Account Type****** *****Account Owner**** ******Account Opps/Deals******** ********Closed Won • Feb 25***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
Shai LibermanManaging Director Corporate ExecutiveView Profile, Shai LibermanJeremy RossFounder And CEOView Profile, Jeremy RossMalia ReadVice President Of Customer SuccessView Profile, Malia Read