Account Type******** ******Account Owner***** ****Account Opps/Deals**** ********Closed Won • Feb 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
Nicole BansalFractional Growth Leader For StartupsView Profile, Nicole BansalJames AikenSenior PartnerView Profile, James AikenPatrick BuckleyNew Business LeaderView Profile, Patrick Buckley