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 SchwabManaging Director, Operations Strategy (SMA Trading & Operations)Jan 18- Jan 24Windhaven Investment Management IncDirector, SMA Trading & OperationsJan 03- Jan 17JpmorganchaseAssociate, Investment BankingJan 00- Jan 03
Troy Harris SpeidNon Executive DirectorView Profile, Troy Harris SpeidLupe SolorioVice President Capacity Development SustainabilityView Profile, Lupe SolorioMiguel MejaresManaging DirectorView Profile, Miguel Mejares