Account Type**** ******Account Owner****** ********Account Opps/Deals**** ********Closed Won • Aug 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
All Pro Capital LlcInvestor Relationship ManagerJan 24 - PresentCharles SchwabVP - Branch ManagerMar 07- Jan 24Fidelity InvestmentsManager, Business AnalystOct 95- Apr 07
Ziyi XSenior AccountantView Profile, ziyi x.Michael WictorInvestorView Profile, michael wictorIlene MarquardtSr AccountantView Profile, ilene marquardt