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 SchwabVice President - Branch ManagerMay 21 - PresentUsaaExecutive, USAA Financial Planning and AdviceJan 00- Jan 20
John SperidakosOwnerView Profile, John SperidakosChris JarskiManaging PartnerView Profile, Chris JarskiRoger SooklalManaging DirectorView Profile, Roger Sooklal