Account Type*** ********Account Owner******* ******Account Opps/Deals******* *******Closed Won • Dec 24**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
Deana MichalakSenior Program ManagerView Profile, deana michalakLiav EzraHead Of TechnologyView Profile, liav ezraEmory NagerCo Founder CEOView Profile, emory nager