Account Type*** *******Account Owner****** ******Account Opps/Deals****** ********Closed Won • Jan 25***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
Viren GuptaChief Investment OfficerView Profile, Viren GuptaAustin PaulsChief Financial OfficerView Profile, Austin PaulsIvo TsonchevVice President Finance Founding EmployeeView Profile, Ivo Tsonchev