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
Charles SchwabVice President - Branch ManagerJun 17 - PresentFidelity InvestmentsFinancial ConsultantAug 16- May 17Charles SchwabFinancial ConsultantJan 05- Jul 16
Darielle RudermanSr Director DTC DTPView Profile, darielle rudermanShashank GargCo Founder CEOView Profile, shashank gargSpencer WhiteSenior Vice President General Manager Utility Management SolutionsView Profile, spencer white