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 SchwabDirector - ComplianceJan 19 - PresentMerrill LynchDirector - ComplianceJan 09- Dec 18Bank Of AmericaVice President - ComplianceJul 05- Jan 09
Jerry HCEOView Profile, Jerry HDave GreenManaging DirectorView Profile, Dave GreenAntonio Gerassi NetoBoard MemberView Profile, Antonio Gerassi Neto