Account Type******* ********Account Owner******** *******Account Opps/Deals****** *****Closed Won • Feb 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
Syed HossainAuditorView Profile, Syed HossainHeidi EastonCredit ManagerView Profile, Heidi EastonRick VenezianiControllerView Profile, Rick Veneziani