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 SchwabWealth Advisor, Schwab Wealth AdvisoryJul 24 - PresentStewardship Advisory Group LlcClient Service ManagerNov 23- Jul 24Charles SchwabService Associate, Schwab Wealth AdvisoryAug 22- Nov 23
Garrett NelsonCo Owner Fractional COO CFOView Profile, Garrett NelsonKent WineControllerView Profile, Kent WineThomas McgowanDirector Financial Planning AnalysisView Profile, Thomas Mcgowan