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
Charles SchwabVP - Branch Manager at Charles SchwabMay 18 - PresentScottradeBranch ManagerSep 14- Mar 18Td AmeritradeSenior Fixed Income SpecialistSep 09- Oct 14
Kelyn WongAssociate Director Clients MarketView Profile, Kelyn WongWilliam CulleyCommercial Business Development ManagerView Profile, William CulleyMattie GomezClient Acquisition ManagerView Profile, Mattie Gomez