Account Type*** ********Account Owner****** *****Account Opps/Deals***** *****Closed Won • Dec 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Charles SchwabManaging Director, Wealth Management Learning & CoachingJul 18 - PresentFidelity InvestmentsVice President, Branch ManagerMay 03- Jul 18
Maren SteinerOwnerView Profile, maren steinerAndy PearsonVP Of CreativeView Profile, andy pearsonKaren ShawVP Real Assets Client OnboardingView Profile, karen shaw