Account Type*** ********Account Owner******* *******Account Opps/Deals****** ****Closed Won • Oct 24**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
Peter KazanjyCofounder BottlewasherView Profile, peter kazanjyTamir PodhurstCo FounderView Profile, tamir podhurstJoel SellamFounder And CEOView Profile, joel sellam