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
Schwab Advisor ServicesFamily Wealth Strategist, Schwab Advisor Family OfficeJun 23 - PresentAspiriantOwnerNov 02- Apr 23Bespoke AdvocateManaging DirectorJan 21- Jan 23
Victoria MorrisFinancial Planning And Analysis ManagerView Profile, Victoria MorrisPer Richard OlsenCFOView Profile, Per Richard OlsenMeeti ShahConsulting CFOView Profile, Meeti Shah