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
UsaaAssistant Vice President – Financial Advice & PlanningJan 05 - PresentCharles SchwabManagerJan 97- Jan 05
Helena ChenAssistant Vice President At Structured Investment PlatformView Profile, Helena ChenAvivit Bejerano NeemanVP Of FinanceView Profile, Avivit Bejerano NeemanGary WalengaChief Financial OfficerView Profile, Gary Walenga