Account Type******* ***Account Owner*** ********Account Opps/Deals****** ******Closed Won • Dec 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Kindness Financial PlanningFounder and Financial PlannerSep 21 - PresentEmpirical Wealth ManagementVP - Director of Associate Advisors | Financial AdvisorSep 11- Sep 21Charles SchwabRegional Branch InternJun 11- Aug 11
Shana DingAssistant Audit ManagerView Profile, shana dingCraig ParkerAVP Tax Senior ManagerView Profile, craig parkerBenjamin SimonSenior Vice PresidentView Profile, benjamin simon