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
Fusion Capital ManagementCEO and Advisory Board MemberJan 17 - PresentPenson Financial ServicesPresident and COOApr 09- Nov 13Td AmeritradeSVP & Chief Brokerage officerApr 96- Nov 08
Carolynn HelpsChief Of StaffView Profile, Carolynn HelpsNoam BirnbaumFounder CEOView Profile, Noam BirnbaumCorine TayManagerView Profile, Corine Tay