Account Type**** ***Account Owner****** ****Account Opps/Deals******** ******Closed Won • Jul 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
Jon CarlsonVice President Of Enterprise SolutionsView Profile, jon carlsonBruno AhualliFounderView Profile, bruno ahualliSam HenryPartnerView Profile, sam henry