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
Anand SanwalExecutive Chair Co FounderView Profile, anand sanwalPatreece DechabertFounder Executive ProducerView Profile, patreece dechabertPamela KowalskiSenior Vice President Relationship ManagementView Profile, pamela kowalski