Account Type*** ******Account Owner***** ***Account Opps/Deals******* ****Closed Won • Dec 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Charles SchwabVP - Complex ManagerJun 99 - PresentAmerican Express Financial AdvisorsFinancial AdvisorFeb 97- Jun 99PainewebberFinancial AdvisorJan 96- Aug 96
Andrew BrookingSeries ProducerView Profile, andrew brookingBoyd PriceConsultantView Profile, boyd priceMario FontanaCollaboratore SindacalistaView Profile, mario fontana