Account Type***** *****Account Owner******** ********Account Opps/Deals****** ********Closed Won • Sep 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 - Financial ConsultantAug 17 - PresentForesters Financial ServicesFinancial RepresentativeMay 16- Aug 17
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