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
Charles SchwabVice President, Branch ManagerMay 20 - PresentUsaaSenior Manager, Wealth ManagementApr 09- May 20Us ArmyCommissioned OfficerMay 85- Jun 15
Nilesh BubnaFounding PartnerView Profile, nilesh bubnaDouglas DunneFounding PartnerView Profile, douglas dunneTal NetzerChief Executive OfficerView Profile, tal netzer