Account Type******* ****Account Owner******** ******Account Opps/Deals******* ********Closed Won • Oct 24**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Schwab Advisor ServicesManaging DirectorMar 97- Oct 24Charles SchwabVice PresidentJan 02- Dec 21Morgan Stanleyregistered representativeJan 94- Jan 97
Salma AbdelzaherResearch AssistantView Profile, salma abdelzaherAileen AndersonAdministrative AssistantView Profile, aileen andersonAdviti SCaregivingView Profile, adviti s.