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
Charles SchwabVP - Branch ManagerOct 18 - PresentE Trade From Morgan StanleyBranch ManagerMay 10- Oct 18AlliancebernsteinVice President - Strategic Sales ManagerJun 00- Mar 10
Zak HelmeManaging PartnerView Profile, Zak HelmeCharlie CoppolaCo Founder PresidentView Profile, Charlie CoppolaJason TangeCo FounderView Profile, Jason Tange