Account Type******* ****Account Owner*** *******Account Opps/Deals****** *******Closed Won • Nov 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Navy Federal Credit UnionManager, Investment ServicesApr 24 - PresentCharles SchwabVP - Branch ManagerAug 21- Jan 24Td AmeritradeRegional Director of Centralized SalesAug 00- Jul 21
Alexander LombardInvestment Banking AnalystView Profile, alexander lombardBrian ThomasChief Investment OfficerView Profile, brian thomasMarla WebbFinancial Service ConsultantView Profile, marla webb