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
MarinerSenior Wealth ConsultantApr 24 - PresentCharles SchwabVP - Branch ManagerJan 18- Feb 24Fidelity InvestmentsVice President, Branch Office ManagerAug 98- Jan 18
Tingfu ChouIncoming Investment Banking AnalystView Profile, tingfu chouMateo TellesInvestment ProfessionalView Profile, mateo tellesSanjay SinghSenior Finance ConsultantView Profile, sanjay singh