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 SchwabSenior Regional Manager, Schwab Wealth AdvisoryJun 22 - PresentVoya FinancialHead of Financial PlanningOct 18- Jun 22UsaaDirector Wealth ManagementMar 11- Jul 16
Gary NowackiCEOView Profile, Gary NowackiDana StephensonCo Founder CEOView Profile, Dana StephensonNoory BechorCEO And Co FounderView Profile, Noory Bechor