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 SchwabManaging DirectorJun 18 - PresentSchwab Advisor ServicesManaging Director - Relationship ManagementSep 13- Jun 18Bny PershingRegional Director - Western U.S.May 07- Jun 13
Tom SmithCo Founder Director Software DevView Profile, Tom SmithErika HardgrowSenior Engagement ManagerView Profile, Erika HardgrowJames WilsonSenior Manager Team Lead Practice ManagementView Profile, James Wilson