Account Type**** *******Account Owner*** *****Account Opps/Deals****** ********Closed Won • Jan 25***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
E Trade From Morgan StanleySenior Strategist, Investor EducationJul 17 - PresentCharles SchwabDivision Manager Active Trader Field SalesJan 02- Jan 05
Charles TannousSenior Energy AdvisorView Profile, Charles TannousNatasha BerkemeijerSenior Business ConsultantView Profile, Natasha BerkemeijerAaron BrockDepartment Leader Strategic EnablementView Profile, Aaron Brock