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
Personal CapitalVice President - Financial AdvisorAug 19- Apr 20Charles SchwabVice President - Financial ConsultantFeb 16- Sep 17World Investment Advisors Formerly PensionmarkPartnerJan 10- Jan 16
Victoria YashchenkoGeo Managers Team LeadView Profile, victoria yashchenkoAdriana Vranic OrsiD 2 C Sr ManagerView Profile, adriana vranic orsiSteven D CarterDeputy C 4 Management DivisionView Profile, steven d. carter