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
Danny FraimanPartnerView Profile, Danny FraimanKyle MenzelChief Financial OfficerView Profile, Kyle MenzelHines JohnsonSenior Vice President And Corporate TreasurerView Profile, Hines Johnson