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 SchwabManaging Director - Post-merger Integration Mar 18 - PresentDeloitteSenior Consultant - Strategy & OperationsOct 12- Aug 17Jp Marvel Wealth ManagementAsset Management InternJun 11- Aug 11
Drew SchaalVP Of Finance FP AView Profile, Drew SchaalChen FrancoCFO Treasurer And Secretary Nasdaq TASE PLURView Profile, Chen FrancoShari StarkeyVice President ClaimsView Profile, Shari Starkey