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 ManagerDec 18 - PresentTd AmeritradeSenior Financial ConsultantAug 16- Dec 18Bank Of America Merrill LynchAssistant Vice President Financial Solutions AdvisorOct 15- Aug 16
Dave PerryChief Executive OfficerView Profile, Dave PerryJonathan PlattChief Operating OfficerView Profile, Jonathan PlattItzik ShenidovskiChief Executive OfficerView Profile, Itzik Shenidovski