Account Type**** *******Account Owner******* ***Account Opps/Deals******** ***Closed Won • Jan 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
D Wayne PooleChief Operating OfficerView Profile, D Wayne PooleColleen Mckay LangnerExecutive Vice President Chief Operations OfficerView Profile, Colleen Mckay LangnerFrancesco AllertsenCo FounderView Profile, Francesco Allertsen