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
Abilash BalanHead Of Marketing And CommunicationsView Profile, abilash balanMarissa GarciaDirector Global Integrated MarketingView Profile, marissa garciaGareth DeansPlanning Insights ManagerView Profile, gareth deans