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 SchwabVice President Branch ManagerJan 05 - PresentMorgan StanleyFinancial AdvisorJan 02- Jan 05UbsInvestment AssociateJan 97- Jan 02
Jason LeikerBoard MemberView Profile, jason leikerSteven GoffmanFounder Managing Director Podcast Broadcast Media Consulting SolutionsView Profile, steven goffmanDavid ToepelIB Managing Director StifelView Profile, david toepel