Account Type***** *******Account Owner******** ***Account Opps/Deals*** ****Closed Won • Jan 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Westmount PartnersPartner, PresidentSep 02 - PresentCharles SchwabSenior Financial ConsultantApr 95- Dec 01
Deborah Ifrah AssorPartnerView Profile, Deborah Ifrah AssorChaz GrayCo FounderView Profile, Chaz GrayCasey RobertsFounder PresidentView Profile, Casey Roberts