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
Charles SchwabVice President - Branch ManagerMay 21 - PresentUsaaExecutive, USAA Financial Planning and AdviceJan 00- Jan 20
Dana TalmiExecutive DirectorView Profile, dana talmiOliver GershfieldCo FounderView Profile, oliver gershfieldDmitrii LukinChief Executive OfficerView Profile, dmitrii lukin