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
Charles SchwabIndependent Branch LeaderJun 24 - PresentMfs Investment ManagementDirectorJul 21- Oct 23NationwideRegional Vice PresidentMar 07- Jun 21
Lawrence A JAccount Director PublishingView Profile, lawrence a.jClifford SosinManagerView Profile, clifford sosinAllison BennettRetiree I Ride Horses Travel And Aspire To Do Something About Gun ControlView Profile, allison bennett