Account Type******* ****Account Owner***** ***Account Opps/Deals******** *******Closed Won • Oct 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
Jamie Easton WiseChief Executive OfficerView Profile, jamie easton-wiseLaura BeardVPView Profile, laura beardShubhangini PrakashCEO FounderView Profile, shubhangini prakash