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
Charles SchwabVP, Branch ManagerMay 18 - PresentFidelity InvestmentsTeam Lead, Central Review TeamJun 08- Jun 16Security BenefitInvestment Analyst / Relationship Manager Nov 07- Jun 08
Sue RuddManaging Director B Band CommsView Profile, Sue RuddAudrey ChailletPresidenteView Profile, Audrey ChailletIrene YuCo FounderView Profile, Irene Yu