Account Type****** ****Account Owner******* ****Account Opps/Deals****** ********Closed Won • Mar 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 ManagerJan 12 - PresentFidelity InvestmentsAsst. Branch ManagerJan 10- Jan 12Charles SchwabFinancial ConsultantMar 04- Nov 10