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
Charles SchwabVice President, Branch ManagerMay 20 - PresentUsaaSenior Manager, Wealth ManagementApr 09- May 20Merrill LynchFinancial AdvisorNov 04- Apr 09
David H KahnSenior Managing Director Business DevelopmentView Profile, David H KahnOsvaldo Zerbetto JrCountry Director BrazilView Profile, Osvaldo Zerbetto JrBrian HoytChief Operating OfficerView Profile, Brian Hoyt