Account Type******** ****Account Owner******** ******Account Opps/Deals****** *******Closed Won • Oct 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
Ekta SharmaSenior Payroll AdvisorView Profile, ekta sharmaAri GhoshPrincipal Investor RelationsView Profile, ari ghoshJeff DuncanPartner Technical Accounting Consulting LeaderView Profile, jeff duncan