Account Type****** *******Account Owner******* *****Account Opps/Deals******** *******Closed Won • Nov 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Advyzon Investment Management Llc AimChief Executive OfficerJan 22 - PresentCharles SchwabSenior Relationship Manager, Strategic Business DevelopmentSep 17- Jan 22OptaviaSenior Vice President, Business Development Officer and Customer SuccessJan 16- Aug 17
Ryan BankGlobal Managing DirectorView Profile, ryan bankJeffrey PangCo FounderView Profile, jeffrey pangAaron FordPartnerView Profile, aaron ford