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 SchwabIndependent Branch Leader & Financial ConsultantSep 23 - PresentFidelity InvestmentsVice President Wealth Management AdvisorJan 87- Jun 21
Dianne MarianoAccounts Payable SupervisorView Profile, Dianne MarianoKat McbrideSenior Director Of AccountingView Profile, Kat McbrideAlbert TomFinancial Operations ManagerView Profile, Albert Tom