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 SchwabDirector for the Tax, Trust & Estate and Family Dynamics teamsSep 21 - PresentUsaaDirector, Financial Planning & AdviceJun 97- Sep 21
Viktoriia BokhonkoOperational Finance Manager Commercial ControllerView Profile, viktoriia bokhonkoRita GonzalezPartner InvestmentsView Profile, rita gonzálezHen Bar OrDirector Of FP AView Profile, hen bar or