Account Type****** ********Account Owner****** ****Account Opps/Deals**** ********Closed Won • Feb 25***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Charles SchwabManaging Director - Institutional Mutual Fund Trading & Asset Management OperationsJun 95 - Present
Jeanne MarianiStartup CFOView Profile, Jeanne MarianiTim MartinChief Financial OfficerView Profile, Tim MartinAdam Smith CgmaChief Financial OfficerView Profile, Adam Smith Cgma