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
All Pro Capital LlcInvestor Relationship ManagerJan 24- Sep 24Charles SchwabVP - Branch ManagerMar 07- Jan 24Fidelity InvestmentsManager, Business AnalystOct 95- Apr 07
Charles SlocumCategory DirectorView Profile, Charles SlocumJena MarxerManaging PartnerView Profile, Jena MarxerDee AcostaAdmiral GeneralView Profile, Dee Acosta