******** *******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
Anita MartinSpecialist AccountingView Profile, Anita MartinMarta RaposoFinance ManagerView Profile, Marta RaposoKatherine PluckPartner Financial Services PracticeView Profile, Katherine Pluck