Account Type***** ****Account Owner***** ******Account Opps/Deals******** *******Closed Won • Dec 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 ManagerDec 18 - PresentTd AmeritradeSenior Financial ConsultantAug 16- Dec 18Bank Of America Merrill LynchAssistant Vice President Financial Solutions AdvisorOct 15- Aug 16
Joe MoravecExecutive Vice President Chief Administrative OfficerView Profile, joe moravecJayson RobinsonFounder And DirectorView Profile, jayson robinsonDave EvansManaging PartnerView Profile, dave evans