Account Type**** *******Account Owner******** ********Account Opps/Deals******* ***Closed Won • Feb 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Charles SchwabDirector for the Tax, Trust & Estate and Family Dynamics teamsSep 21 - PresentUsaaDirector, Financial Planning & AdviceJun 97- Sep 21
Edward ValderramaDirector Investment BankingView Profile, Edward ValderramaLesli LeakeyGovernment Account ManagerView Profile, Lesli LeakeyShoney McnabbFinancial Center Manager VPView Profile, Shoney Mcnabb