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 ManagerMay 19 - PresentUbsExecutive Director, Assistant Market HeadJun 14- May 19Merrill LynchSales Division ManagerApr 01- Jun 14
Warren LentzCo Founder CROView Profile, warren lentzLisa TarterFounderView Profile, lisa tarterHagit Heller KotzerMember Board Of DirectorsView Profile, hagit heller - kotzer