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 SchwabWealth Management- DirectorJul 18 - PresentFidelity InvestmentsVice President, Branch ManagerMay 03- Jul 18
Mark HopeSVP North America Head Of AML Compliance Risk Management Banking Capital Markets And AdvisoryView Profile, mark hopeSherrie RovnanCfoView Profile, sherrie rovnanKevin Coutts FcaChief Financial OfficerView Profile, kevin coutts fca