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 SchwabManaging Director - Post-merger Integration Mar 18 - PresentDeloitteSenior Consultant - Strategy & OperationsOct 12- Aug 17Jp Marvel Wealth ManagementAsset Management InternJun 11- Aug 11
Mike NalevaikoReal Estate Services Client Strategy DirectorView Profile, mike nalevaikoCyrus BatchanFounderView Profile, cyrus batchanMark McgrawPresident And Authorized Sandler LicenseeView Profile, mark mcgraw