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 SchwabManaging Director, Wealth Management Learning & CoachingJul 18 - PresentFidelity InvestmentsVice President, Branch ManagerMay 03- Jul 18
Nancy KiperSemi RetiredView Profile, nancy kiperVikas GroverChief Technology OfficerView Profile, vikas groverJackie SmithPresidentView Profile, jackie smith