Account Type***** ***Account Owner******* ******Account Opps/Deals**** *****Closed Won • Nov 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
Ingo BoegemannCo FounderView Profile, ingo boegemannManuel FauserChief Operating OfficerView Profile, manuel fauserBryan KervinChief Executive OfficerView Profile, bryan kervin