Account Type**** ****Account Owner****** *******Account Opps/Deals******** *******Closed Won • Feb 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
Latasha StephensonChief Executive OfficerView Profile, Latasha StephensonJoseph W McleanChief Executive OfficerView Profile, Joseph W McleanBrian MillerSenior Vice President Business DevelopmentView Profile, Brian Miller