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
City National RochdaleSenior Portfolio ManagerMay 14 - PresentCharles SchwabVice President - Financial ConsultantNov 12- May 14Schwab Advisor ServicesAssociate Portfolio ManagerMay 11- Nov 12
Elizabeth ZanonSales Executive Key Account Manager FinanceView Profile, elizabeth zanonYaron EldadCFOView Profile, yaron eldadVolker VorbrodtChief Financial Officer CFOView Profile, volker vorbrodt