Account Type*** ******Account Owner******** *******Account Opps/Deals***** ******Closed Won • Dec 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
David V RodriguezFounderView Profile, david v rodriguezSam KhouryPresidentView Profile, sam khouryJo GlenkMD Co Founder Exec Producer Production StrategistView Profile, jo glenk