Account Type***** ****Account Owner******** ****Account Opps/Deals***** ********Closed Won • Mar 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
Menachem LevyCompany OwnerView Profile, Menachem LevyBin ChenCEO Co FounderView Profile, Bin ChenMehul OswalCo FounderView Profile, Mehul Oswal