Account Type***** *****Account Owner****** *****Account Opps/Deals******* ******Closed Won • Feb 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
Marty HaldaneFounder CEOView Profile, Marty HaldaneNick BeardsleyEnterprise DirectorView Profile, Nick BeardsleyMaria PerchenkoFounder CEOView Profile, Maria Perchenko