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
Charles SchwabVice President / Branch ManagerOct 16 - PresentWaddell ReedDistrict ManagerJan 11- Sep 16Edward JonesFinancial AdvisorJan 08- Jan 11
Chiara BottaniCofounderView Profile, chiara bottaniMichael RomanoChief Business OfficerView Profile, michael romanoDavid SlavickCo Founder And PartnerView Profile, david slavick