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 SchwabVP- Branch ManagerJul 18- Apr 23ScottradeDivisional Guidance ManagerNov 13- Mar 18Oppenheimer Co IncFinancial Advisor and Financial PlannerSep 11- Nov 13
Idan FeigenbaumFounder CTOView Profile, Idan FeigenbaumIan WhybrowFounder And CEOView Profile, Ian WhybrowRemy MorthierCo FondateurView Profile, Remy Morthier