Account Type****** ********Account Owner*** ******Account Opps/Deals******* ********Closed Won • Jan 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Charles SchwabVice President / Branch ManagerOct 16 - PresentWaddell ReedDistrict ManagerJan 11- Sep 16Edward JonesFinancial AdvisorJan 08- Jan 11
Ethan RosenblumChief Operating OfficerView Profile, Ethan RosenblumHarry GreenHead Of Enterprise USAView Profile, Harry GreenBehzad SoltaniPresident Commercial Chief Technology OfficerView Profile, Behzad Soltani