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 SchwabRegional Banking ManagerJan 21 - PresentWells Fargo Private BankWealth Management National Private BankerOct 17- Jan 21Wells FargoPremier Banker II, Assistant Vice PresidentOct 10- Oct 17
Dave BarfordChairman President And CEOView Profile, dave barfordAllison ChenProducerView Profile, allison chenGabriel PadvaCEOView Profile, gabriel padva