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
Tahir RizwanAccountantView Profile, Tahir RizwanMaria ZabalaAccounting SupervisorView Profile, Maria ZabalaEric StaatsCECL Reporting ManagerView Profile, Eric Staats