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
Charles SchwabManaging Director, Custody and Asset ServicesJan 99 - PresentMerrill LynchPlan Services RepresentativeMay 98- Aug 98
Ryan CondrickFounderView Profile, Ryan CondrickKelsey RandtFortive Business System FBS LeaderView Profile, Kelsey RandtKhushwant SinghFounderView Profile, Khushwant Singh