Account Type****** *****Account Owner*** ******Account Opps/Deals****** ***Closed Won • Oct 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
Lukas TinesHead Of EngineeringView Profile, lukas tinesSarah GreerProject ManagerView Profile, sarah greerPratham PatkarDirector Of Business SystemsView Profile, pratham patkar