Account Type*** ******Account Owner******* ******Account Opps/Deals*** ******Closed Won • Mar 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
Thomas BittnerFounder And Managing PartnerView Profile, Thomas BittnerAlvin DominiqueOwnerView Profile, Alvin DominiqueAndrew GrauerCEO And Co Founder At Learneo IncView Profile, Andrew Grauer