Account Type****** ********Account Owner******* *******Account Opps/Deals******** *****Closed Won • Nov 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
John KunkesManaging Director And US Performance LeaderView Profile, john kunkesDmitry KrasnikManaging Director Co Head Of HCITView Profile, dmitry krasnikPankaj JainChairman And DirectorView Profile, pankaj jain