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 SchwabVice President - Branch ManagerJun 17 - PresentFidelity InvestmentsFinancial ConsultantAug 16- May 17Charles SchwabFinancial ConsultantJan 05- Jul 16
Avner RouachChief Executive OfficerView Profile, avner rouachAllison ManneFounding PartnerView Profile, allison manneRoberto ChernitskyChief Executive OfficerView Profile, roberto chernitsky