Account Type******* *****Account Owner***** ******Account Opps/Deals*** ****Closed Won • Aug 24***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 Asser ServicesJan 99 - PresentMerrill LynchPlan Services RepresentativeMay 98- Aug 98
Alice GPartnerView Profile, alice g.Rathi NiyogiFounderView Profile, rathi niyogiAmy MarksSVP InnovationView Profile, amy marks