Account Type***** ****Account Owner***** ****Account Opps/Deals******** *****Closed Won • Feb 25****K $Closed
****** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Charles SchwabDirector - Wealth Management and Relationship ConsultingSep 16 - PresentAmeriprise Financial Services LlcBranch Manager, Vice PresidentNov 14- Sep 16UbsFinancial AdvisorOct 06- Oct 08
Surbhit RaiHead Of FP A And Investor RelationsView Profile, Surbhit RaiKevin SwainAssociateView Profile, Kevin SwainJeff MccutcheonDirector Of FinanceView Profile, Jeff Mccutcheon