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 ManagerJul 18 - PresentTd AmeritradeBranch ManagerAug 17- Jul 18Fidelity InvestmentsFinancial ConsultantJun 12- Aug 17
Dave CarsonChairman Of The BoardView Profile, Dave CarsonJason ReinhardtCo Founder CCOView Profile, Jason ReinhardtHeber EastmanCo FounderView Profile, Heber Eastman