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 SchwabVP - Branch ManagerAug 16 - PresentAmerican Century InvestmentsInvestor Center ManagerMar 09- Aug 16Ameriprise Financial Services LlcParaplannerJul 06- Mar 09
Ivan NemethFounder CEOView Profile, ivan nemethNate QuinnCo CEOView Profile, nate quinnZaina Joseph KamaraEA To COOView Profile, zaina joseph-kamara