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
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
Rob KreuterDirector AccountingView Profile, Rob KreuterJohn CushingProject AccountantView Profile, John CushingEran HazanFinancial ControllerView Profile, Eran Hazan