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 SchwabVP- Branch ManagerJul 18- Apr 23ScottradeDivisional Guidance ManagerNov 13- Mar 18Oppenheimer Co IncFinancial Advisor and Financial PlannerSep 11- Nov 13
Matt McclellanCo Founder OperationsView Profile, matt mcclellanJon MccoyCo Founder CEO Podcast Co HostView Profile, jon mccoySatoshi KurokawaCTOView Profile, satoshi kurokawa