Account Type******* ********Account Owner**** ***Account Opps/Deals******** ******Closed Won • Aug 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVice President-Branch LeaderMay 22 - PresentCharles SchwabVice President-Branch ManagerJan 19- May 22Td AmeritradeBranch ManagerSep 17- Jan 19
Genevieve SponslerSenior Managing ProducerView Profile, genevieve sponslerShay LevyHead Of Corporate ESGView Profile, shay levyJonathan LawrenceVice President Of Community DevelopmentView Profile, jonathan lawrence