Account Type******* ******Account Owner******* *******Account Opps/Deals**** ****Closed Won • Nov 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
Jake ValesPresidentView Profile, jake valesBassam SabryGlobal Digital Product And Countries OfficerView Profile, bassam sabryEva MolsichSVP Group CRM AnalyticsView Profile, eva molsich