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 Manager Jul 19 - PresentScottradeBranch ManagerMay 04- Mar 18Prospera FinancialAssistant Trader, Operations, AccountingJan 01- Jan 04
Nathan EstradaVice President Of Business DevelopmentView Profile, nathan estradaJessica KitchenRegional Vice PresidentView Profile, jessica kitchenRachel GSVP Of GrowthView Profile, rachel g.