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 - Branch ManagerJan 14 - PresentFidelity InvestmentsV.P Branch ManagerMar 92- Jan 13
Ashley RustFounder And CEOView Profile, Ashley RustBrandon WycherleyExecutive Vice PresidentView Profile, Brandon WycherleyNichole RichardsFounder Managing PartnerView Profile, Nichole Richards