Account Type*** *****Account Owner*** ********Account Opps/Deals****** *****Closed Won • Aug 24****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Charles SchwabVP, Sr Wealth Consultant Ultra High Net WorthJul 22 - PresentAdvisorycloudStrategic AdvisorJan 21 - PresentComprehensive Recovery SolutionsAdvisor To The BoardJan 21 - Present
Steve PolestakDIRECTORView Profile, steve polestakLorri ZellChief Operations OfficerView Profile, lorri zellAntonio GallucciBusiness Development ManagerView Profile, antonio gallucci