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
Charles SchwabVice President, Branch ManagerMay 20 - PresentUsaaSenior Manager, Wealth ManagementApr 09- May 20Merrill LynchFinancial AdvisorNov 04- Apr 09
Michal LevyManaging Director IsraelView Profile, Michal LevyIan MacdonaldExecutive Vice PresidentView Profile, Ian MacdonaldSebastian SchroderCo Founder GMView Profile, Sebastian Schroder