Account Type******** *****Account Owner*** ********Account Opps/Deals******** *****Closed Won • Oct 24**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 - PresentTiaaWealth Management AdvisorJan 14- Jan 19Wells FargoSenior Regional Private BankerJun 08- Dec 14
Sammy AlsaediDoctoral StudentView Profile, sammy alsaediMark PulaskiAcquisitionsView Profile, mark pulaskiJared SchoenfeldRegistered NurseView Profile, jared schoenfeld