Account Type**** *****Account Owner******* ******Account Opps/Deals******* ****Closed Won • Oct 24***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 18 - PresentFidelity InvestmentsTeam Lead, Central Review TeamJun 08- Jun 16Security BenefitInvestment Analyst / Relationship Manager Nov 07- Jun 08
Samuel C WilsonChief Executive OfficerView Profile, samuel c wilsonGrant KirkwoodFounder CEOView Profile, grant kirkwoodJonathan GoldfussOwner And CEOView Profile, jonathan goldfuss