Account Type**** ***Account Owner******* ******Account Opps/Deals*** ******Closed Won • Aug 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Charles SchwabPeople Leader for the Wealth Strategies Group and Family Dynamics teamsSep 21 - PresentUsaaDirector, Financial Planning & AdviceJun 97- Sep 21
Aurelie Sykes DarmonCo Fondatrice PresidenteView Profile, aurelie sykes-darmonMaya SaridHead Of MarketingView Profile, maya saridRandall EberlineChief Financial OfficerView Profile, randall eberline