Account Type******* ********Account Owner******** *****Account Opps/Deals******* *******Closed Won • Jan 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
CaptrustSenior Investment AdvisorMay 19 - PresentCharles SchwabDirector, Retirement Investment ServicesFeb 17- Mar 18Oswald Financial IncRetirement Plan ConsultantMay 15- Feb 17
Yulia FelzenshteinSenior Financial SpecialistView Profile, Yulia FelzenshteinJess ChapmanInterim FinanceView Profile, Jess ChapmanKishan PatelSenior Business Financial AnalystView Profile, Kishan Patel