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 SchwabIndependent Branch Leader and Financial ConsultantDec 22 - PresentStadion Money ManagementConsultantJan 01- Sep 22
Moshe FreedmanFinance InnovationView Profile, moshe freedmanKamil GazizovGovernment Grants And IncentivesView Profile, kamil gazizovRachel R BallengeeSr Wealth AdvisorView Profile, rachel r. ballengee