Account Type***** ****Account Owner**** ***Account Opps/Deals**** ****Closed Won • Feb 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Capita Financial NetworkHead of Wealth ManagementMay 24 - PresentCharles SchwabDirector - Wealth & Asset Management SolutionsJan 15- Jun 24Fidelity InvestmentsSenior DirectorJan 07- Jan 15
Mark HaslamCEO OwnerView Profile, Mark HaslamJerred HurstChief Executive OfficerView Profile, Jerred HurstMike ReynoldsDirector Global Executive SearchView Profile, Mike Reynolds