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 SchwabManaging Director, Client Service & SupportApr 19 - PresentFidelity InvestmentsSenior Vice PresidentNov 00- Mar 19
Don EricksonChief Executive OfficerView Profile, don ericksonBen ToporFounder Managing PartnerView Profile, ben toporRachael AshleyChief Executive OfficerView Profile, rachael ashley