Account Type***** ********Account Owner*** ********Account Opps/Deals***** ********Closed Won • Nov 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
CaptrustPrincipal | Financial AdvisorJan 19 - PresentCharles SchwabSenior Financial Consultant at Charles Schwab & Co., Inc.Mar 90- Sep 14
John BirnieInterest Rate Derivatives TraderView Profile, john birnieJennifer WeiWealth Administrator OfficerView Profile, jennifer weiLindsey JohnsonCorporate Development FP AView Profile, lindsey johnson