Account Type****** ********Account Owner**** ***Account Opps/Deals***** ***Closed Won • Dec 24***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVice President Branch LeaderFeb 24 - PresentCharles SchwabVice President, Branch Manager Feb 19- Jan 24Edward JonesFinancial AdvisorJul 12- Feb 19
Gustavo SalvaterraPropietarioView Profile, gustavo salvaterraKate WylieExecutive DirectorView Profile, kate wylieShachar AstorCo Founder Chief Growth OfficerView Profile, shachar astor