Account Type******* ***Account Owner****** ******Account Opps/Deals***** ******Closed Won • Jan 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
Stephanie EltzCo FounderView Profile, Stephanie EltzElad AviviManaging Director Co Chief Investment OfficerView Profile, Elad AviviCathy PaisVice PresidentView Profile, Cathy Pais