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 - Branch ManagerAug 16 - PresentFidelity InvestmentsDirector, Retirement PlannerFeb 01- Aug 16
Dave McguireCo Founder ShareholderView Profile, dave mcguireArun SrinivasanExecutive Vice PresidentView Profile, arun srinivasanRyan SmithPrincipal CEOView Profile, ryan smith