Account Type******** ******Account Owner******* ******Account Opps/Deals**** ***Closed Won • Aug 24***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Bill Oneil CfpSenior Regional Manager Schwab Wealth AdvisoryView Profile, bill o'neil cfp®Aron WhiteheadManagerView Profile, aron whiteheadJill KelleyExecutive AssistantView Profile, jill kelley