Account Type**** ******Account Owner****** ***Account Opps/Deals***** ****Closed Won • Dec 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Charles SchwabSenior Regional Manager | Schwab Wealth Advisory™Sep 21 - PresentJanney Montgomery Scott LlcProduct Manager, Investment Advisory - Wealth MangementMay 18- Sep 21Merrill EdgeVice President - Manager of Merrill Edge Sales Client Relationship TeamJan 10- Jun 17
Amanda KierskiSenior Financial AnalystView Profile, amanda kierskiElizabeth MavesSr Accounting Specialist IonicView Profile, elizabeth mavesSelina ChanSenior Tax AccountantView Profile, selina chan