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 SchwabVP - Branch ManagerAug 16 - PresentFidelity InvestmentsDirector, Retirement PlannerFeb 01- Aug 16
Dan StrikCo FounderView Profile, Dan StrikPol VanaerdeFounder ChairView Profile, Pol VanaerdeJames ClappinVice ChairmanView Profile, James Clappin