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 SchwabFinancial ConsultantJan 25 - PresentMerrill LynchFinancial AdvisorJan 22- Jan 25E Trade From Morgan StanleyFinancial ConsultantJan 21- Jan 22
Marie FerriVCView Profile, Marie FerriEvan EngHead Of Finance Corporate GTMView Profile, Evan EngErnest FangInvestment Banking AssociateView Profile, Ernest Fang