Account Type***** ******Account Owner***** *****Account Opps/Deals******** ******Closed Won • Jul 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
Fredrik AkerlindChief Executive OfficerView Profile, fredrik åkerlindBen Engel KacenCo Founder CEOView Profile, ben engel-kacenElena VolkFounder CEOView Profile, elena volk