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
Ivan IvanovChief Executive OfficerView Profile, Ivan IvanovLorenzo CarverCo FounderView Profile, Lorenzo CarverChris DahlCo FounderView Profile, Chris Dahl