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 SchwabSenior Regional Manager, Schwab Wealth AdvisoryAug 19 - PresentUniversity Of California Irvine Division Of Continuing EducationInstructorJan 17 - PresentTiaaWealth Management AdvisorJan 14- Jan 19
Bryan JaenichenAir Systems Assessment EngineerView Profile, Bryan JaenichenJulia MExecutive AssistantView Profile, Julia MJessica ChenProject Manager ConsultingView Profile, Jessica Chen