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
Charles SchwabVP Branch ManagerJan 12 - PresentFidelity InvestmentsAsst. Branch ManagerJan 10- Jan 12Charles SchwabFinancial ConsultantMar 04- Nov 10
James MillsSenior IT ManagerView Profile, James MillsIsrael MesserFounder CEOView Profile, Israel MesserBen EvansPresident Chief Revenue OfficerView Profile, Ben Evans