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 - Regional Branch ExecutiveFeb 12- Jul 23Fidelity InvestmentsVP - Senior Branch ManagerJan 06- Jan 12Charles SchwabVP - Regional Branch ExecutiveJan 91- Jan 06
Jon AsherChief Technology OfficerView Profile, jon asherTullio SiragusaFounderView Profile, tullio siragusaLorri StoneSr Director Retail And Direct Bank Customer ProtectionView Profile, lorri stone