Account Type******** ***Account Owner******** *****Account Opps/Deals******* ********Closed Won • Jan 25****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
MarinerSenior Wealth ConsultantApr 24 - PresentCharles SchwabVP - Branch ManagerJan 18- Feb 24Fidelity InvestmentsVice President, Branch Office ManagerAug 98- Jan 18
Varshith UppalapatiPrivate CreditView Profile, Varshith UppalapatiJimmy ValdiviezoVP Commercial Banking Credit Portfolio ManagerView Profile, Jimmy ValdiviezoSaqib AhmedFinancial AnalystView Profile, Saqib Ahmed