Account Type**** ********Account Owner*** ****Account Opps/Deals****** ******Closed Won • Nov 24**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Charles SchwabVP Financial ConsultantNov 20 - PresentTd AmeritradeVP Financial Consultant Jul 13- May 24ScottradeBranch ManagerJun 06- Feb 18
Roy NavonVice Chairman Of Investment BankingView Profile, roy navonPaul DeeleyChief Financial OfficerView Profile, paul deeleyVijay ChikkavaAdvisor CfoView Profile, vijay chikkava