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 SchwabIndependent Branch Leader & Financial ConsultantSep 23 - PresentFidelity InvestmentsVice President Wealth Management AdvisorJan 87- Jun 21
Russ MaloneyFractional ControllerView Profile, russ maloneyTatum EickMarketing And Communications Investment BankingView Profile, tatum eickClarence Haynes JrFinancial EducatorView Profile, clarence haynes jr.