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 ManagerJul 18 - PresentTd AmeritradeBranch ManagerAug 17- Jul 18Fidelity InvestmentsFinancial ConsultantJun 12- Aug 17
Daniel EinhornCo Founder Board MemberView Profile, daniel einhornDavid ShawPresident COOView Profile, david shawAviv LichtigsteinCEO FounderView Profile, aviv lichtigstein