Account Type***** ****Account Owner******* ****Account Opps/Deals***** *****Closed Won • Nov 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
Cliff WorleyBoard MemberView Profile, cliff worleyZvi SchechterGeneral PartnerView Profile, zvi schechterAdam StrikeCTO Co FounderView Profile, adam strike