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 ManagerMay 17 - PresentE Trade From Morgan StanleyBranch Manager, CRPC®Sep 09- May 17Fidelity InvestmentsFinancial RepresentativeNov 08- Nov 08
Ofer VarshaviakChief Executive OfficerView Profile, Ofer VarshaviakTricia CedotalManaging Director Health Span LLCView Profile, Tricia CedotalValeria FalconeVice PresidenteView Profile, Valeria Falcone