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
UsaaAssistant Vice President – Financial Advice & PlanningJan 05 - PresentCharles SchwabManagerJan 97- Jan 05
Robert JohnstonPartnerView Profile, Robert JohnstonAnkit ManochaVP Capital Raise AdvisoryView Profile, Ankit ManochaArmel KitieuVice President InvestmentsView Profile, Armel Kitieu