Account Type**** ****Account Owner****** ****Account Opps/Deals******** ***Closed Won • Jan 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
Patrick KellenbergerPresident COOView Profile, Patrick KellenbergerMichael DeanFounding PartnerView Profile, Michael DeanVikas MarwahaCo FounderView Profile, Vikas Marwaha