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 for the Tax, Trust & Estate and Family Dynamics teamsSep 21 - PresentUsaaDirector, Financial Planning & AdviceJun 97- Sep 21
Chantelle CoatesTax ManagerView Profile, Chantelle CoatesThomas A GironeTax PartnerView Profile, Thomas A GironeKaran DesaiFinancial AnalystView Profile, Karan Desai