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 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
Leap SokPortfolio ManagerView Profile, leap sokZhongping HeFinance ManagerView Profile, zhongping heCallum MastersonCorporate Finance DirectorView Profile, callum masterson