Account Type*** *****Account Owner*** ****Account Opps/Deals***** ******Closed Won • Aug 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
Mike SimmonsVice PresidentView Profile, mike simmonsWill BlancheVice President And General ManagerView Profile, will blancheLaura BainbridgeSenior Vice President Corporate CommunicationsView Profile, laura bainbridge