Account Type*** *****Account Owner******** ******Account Opps/Deals***** *******Closed Won • Oct 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
Andre ValencioPartnerView Profile, andré valêncioMaciej Matt PietruczakPartnerView Profile, maciej (matt) pietruczakGary CarrollCorporate Procurement OfficerView Profile, gary carroll