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
Wells Fargo AdvisorsExecutive Director, Branch Manager at Wells Fargo AdvisorsMar 23 - PresentCharles SchwabVice President - Branch ManagerMay 09- Mar 23Wells Fargo AdvisorsFinancial ConsultantMar 06- May 09
Eric ChanChief Financial OfficerView Profile, Eric ChanSatchi SatchithanandanGlobal Head Of Transaction Services Risk ManagementView Profile, Satchi SatchithanandanRobert BeardChief Financial OfficerView Profile, Robert Beard