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 SchwabSenior Manager, Advisor Wealth Services - Trading Strategy DeskSep 24 - PresentSchwab Advisor ServicesSenior Manager, Strategy Trading DeskSep 23- Sep 24Td Ameritrade InstitutionalSenior Manager, Institutional Trading Relationship Jan 15- Sep 24
Iuliia BiletskaSenior Finance ManagerView Profile, Iuliia BiletskaBen WoodsChief Financial OfficerView Profile, Ben WoodsMichael HansenSeed Investor Formerly Known As US IntegrityView Profile, Michael Hansen