Account Type***** ****Account Owner**** ********Account Opps/Deals******** ********Closed Won • Feb 25****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Charles SchwabManaging DirectorDec 09 - PresentBlackrockBusiness Strategy Manager, PrincipalApr 05- Mar 09JpmorganchaseBusiness Integration Manager, VP - Private BankingJul 00- Feb 02
Adam CooperPartnerView Profile, Adam CooperJamie IkerdAdvisorView Profile, Jamie IkerdDonal WardeDirector Of Special ProjectsView Profile, Donal Warde