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 SchwabDirector, Advisor Services StrategyAug 17 - PresentBmo Family OfficeInvestment AssociateAug 15- Aug 17Charles SchwabManager, Business StrategyJul 14- Aug 15
Erik H SmithSoftware InvestorView Profile, Erik H SmithDoug FraserDirector Of AcquisitionsView Profile, Doug FraserStephen ManciniDirector Strategy OperationsView Profile, Stephen Mancini