Account Type**** ****Account Owner****** ****Account Opps/Deals****** ********Closed Won • Oct 24****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
Lauren WangGrowth Equity AssociateView Profile, lauren wangTyler WentzSenior StrategistView Profile, tyler wentzCharles RobertsonSenior Digital StrategistView Profile, charles robertson