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
Charles SchwabVP - Branch Manager, Active Trader BranchMay 23 - PresentTd AmeritradeVP - Branch Manager, Active Trader BranchAug 10- Jun 23
Alex SiewVice President Secured LendingView Profile, Alex SiewMax SufrinVice President Of RevenueView Profile, Max SufrinAshley ThorneAssistant Vice President Investor RelationsView Profile, Ashley Thorne