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 SchwabIndependent Branch Leader & Financial ConsultantSep 23 - PresentFidelity InvestmentsVice President Wealth Management AdvisorJan 87- Jun 21
Michael JagodinskiCFOView Profile, michael jagodinskiGary MichaelTax AssociateView Profile, gary michaelGerrit ChurchTraderView Profile, gerrit church