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 SchwabIndependent Branch Leader and Financial ConsultantDec 22 - PresentStadion Money ManagementConsultantJan 01- Sep 22
Lang ChenDirector Market Risk ManagementView Profile, Lang ChenDavid GarciaPricing ManagerView Profile, David GarciaSimon PiusConsulting CFOView Profile, Simon Pius