Account Type******* ***Account Owner*** *****Account Opps/Deals******** *****Closed Won • Oct 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
Luke DonaldsonChief Customer Experience Officer CXOView Profile, luke donaldsonOri BirnhackFounder And CEOView Profile, ori birnhackUbair JavaidCo Founder CEOView Profile, ubair javaid