Account Type****** ***Account Owner*** ********Account Opps/Deals******* *****Closed Won • Aug 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 ManagerJul 18 - PresentTd AmeritradeBranch ManagerAug 17- Jul 18Fidelity InvestmentsFinancial ConsultantJun 12- Aug 17
Ryan WhelanOwnerView Profile, ryan whelanJosh WChief Executive OfficerView Profile, josh wAaron PattersonPresidentView Profile, aaron patterson