Account Type****** ***Account Owner*** ******Account Opps/Deals*** ********Closed Won • Dec 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 - PresentSMU Cox School Of BusinessAdjunct Professor - Management and OrganizationsJan 19 - PresentFidelity InvestmentsSenior Vice PresidentNov 00- Mar 19
Ryan FryPresident Co FounderView Profile, ryan fryIgnacio CCo Founder Managing PartnerView Profile, ignacio c.James GallagherFounderView Profile, james gallagher