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 SchwabManaging DirectorJun 18 - PresentSchwab Advisor ServicesManaging Director - Relationship ManagementSep 13- Jun 18Bny PershingRegional Director - Western U.S.May 07- Jun 13
Kristin WendellVP DevelopmentView Profile, kristin wendellVasilis ApostolidesHead Of Client ManagementView Profile, vasilis apostolidesIra YurkovskiProject Client ManagerView Profile, ira yurkovski