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
GeowealthChief Investment OfficerJan 11 - PresentTd AmeritradeDirector / Portfolio ManagerJun 03- Dec 10
Michael FennellyChief Financial OfficerView Profile, Michael FennellyMatthew BronsteinVice President FinanceView Profile, Matthew BronsteinAndrea ParkChief Financial OfficerView Profile, Andrea Park