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 SchwabManaging Director - Institutional Mutual Fund Trading & Asset Management OperationsJun 95 - Present
Sean SmithVice President FinanceView Profile, sean smithSandy OrtinsVice President EFT ServicesView Profile, sandy ortinsMark FrancisChief Financial OfficerView Profile, mark francis