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 SchwabVP - Branch Manager Jul 19 - PresentScottradeBranch ManagerMay 04- Mar 18Prospera FinancialAssistant Trader, Operations, AccountingJan 01- Jan 04
Alicia MosesVP PartnershipsView Profile, Alicia MosesAaron SayreExecutive Producer Business DevelopmentView Profile, Aaron SayreMarc JaffanVice President Business Development And Corporate DevelopmentView Profile, Marc Jaffan