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
Charles SchwabVice President Branch ManagerJan 05 - PresentMorgan StanleyFinancial AdvisorJan 02- Jan 05UbsInvestment AssociateJan 97- Jan 02
Mcpherson MooreCo Founder Managing PartnerView Profile, Mcpherson MooreAndrew PerezFounderView Profile, Andrew PerezErin SauterCo FounderView Profile, Erin Sauter