Account Type******* ********Account Owner***** ****Account Opps/Deals******* *****Closed Won • Feb 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
Gavin McgraneCEO Co FounderView Profile, Gavin McgraneNicole HernandezVPSM Vice President Store ManagerView Profile, Nicole HernandezBrittany BrunellCo FounderView Profile, Brittany Brunell