Account Type******** ******Account Owner****** ****Account Opps/Deals******** *******Closed Won • Nov 24**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Charles SchwabFixed Income SpecialistJan 23 - PresentWilliam BlairRegional AssociateAug 21- Jan 23JpmorganchaseVice President - Municipal SalesFeb 03- May 16
Carlos Riestra GuillemTecnico Administrativo ContableView Profile, carlos riestra guillemAlly HayashiCapital Markets Investor Relations AssociateView Profile, ally hayashiAlex SchultzWealth AdvisorView Profile, alex schultz