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 SchwabVP, Sr Wealth Consultant Ultra High Net WorthJul 22 - PresentAdvisorycloudStrategic AdvisorJan 21 - PresentComprehensive Recovery SolutionsAdvisor To The BoardJan 21 - Present
Fred ReishPartner Chair Fiduciary Services ERISA TeamView Profile, fred reishArjun MohanVice PresidentView Profile, arjun mohanJeff FuscoVice President Global DeliveryView Profile, jeff fusco