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
Capita Financial NetworkHead of Wealth ManagementMay 24 - PresentCharles SchwabDirector - Wealth & Asset Management SolutionsJan 15- Jun 24Fidelity InvestmentsSenior DirectorJan 07- Jan 15
Megan SpiesGeneral ManagerView Profile, megan spiesRichard GorodeskySenior Managing DirectorView Profile, richard gorodesky,Mirko ZorzDirector Of ContentView Profile, mirko zorz