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 SchwabDirector, Advisor Services StrategyAug 17 - PresentBmo Family OfficeInvestment AssociateAug 15- Aug 17Charles SchwabManager, Business StrategyJul 14- Aug 15
Majd DagashStrategic Team LeaderView Profile, majd dagashDeanna PurdyDirector Business Strategy And Execution Manager For ICM UnderwritingView Profile, deanna purdyJohn GoforthStrategic AdvisorView Profile, john goforth