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
Ep Wealth AdvisorsAssociate Regional DirectorJun 24 - PresentCharles SchwabVP - Branch ManagerFeb 94- Jan 24Ameriprise Financial Services LlcFinancial PlannerJun 91- Feb 94
Darshana NanavatiPricing Implementation AnalystsView Profile, Darshana NanavatiGraham EdmondsonPrincipalView Profile, Graham EdmondsonMark HendricksonGeneral ManagerView Profile, Mark Hendrickson