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 SchwabFixed Income SpecialistJan 23 - PresentWilliam BlairRegional AssociateAug 21- Jan 23JpmorganchaseVice President - Municipal SalesFeb 03- May 16
Kurt HansHead Of Tax Angeles Operations GroupView Profile, Kurt HansArlene TorresAccount Receivable SpecialistView Profile, Arlene TorresAlbert Zhang CfaIncoming Investment Banking Summer AnalystView Profile, Albert Zhang Cfa