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 SchwabSenior Regional Manager, Schwab Wealth AdvisoryAug 19 - PresentUniversity Of California Irvine Division Of Continuing EducationInstructorJan 17 - PresentTiaaWealth Management AdvisorJan 14- Jan 19
Ryan SuhoskeyKnowledge Management AdministratorView Profile, Ryan SuhoskeyEvan KatzAdvisorView Profile, Evan KatzDavid HallettSenior AdvisorView Profile, David Hallett