Account Type***** *******Account Owner**** ********Account Opps/Deals*** ****Closed Won • Feb 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
Erik KoomenManaging DirectorView Profile, Erik KoomenJay SrinivasanCo Founder And CEOView Profile, Jay SrinivasanJesus MartinCEO FounderView Profile, Jesus Martin