Account Type**** *******Account Owner****** ********Account Opps/Deals***** *******Closed Won • Oct 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
Avi WeissChairmanView Profile, avi weissMike MillerCo FounderView Profile, mike millerErin Shields BrittExecutive Director CommunicationsView Profile, erin shields britt