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 Financial ConsultantNov 20 - PresentTd AmeritradeVP Financial Consultant Jul 13- May 24ScottradeBranch ManagerJun 06- Feb 18
Hani LuxenburgChief Financial OfficerView Profile, Hani LuxenburgBen WhitmanVice President Capital MarketsView Profile, Ben WhitmanWes SeegerSenior Director Foreign ExchangeView Profile, Wes Seeger