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
Charles SchwabVP - Branch ManagerOct 18 - PresentE Trade From Morgan StanleyBranch ManagerMay 10- Oct 18AlliancebernsteinVice President - Strategic Sales ManagerJun 00- Mar 10
Pete VitaleExecutive DirectorView Profile, pete vitaleIan MackenzieChief Executive OfficerView Profile, ian mackenzieWill ConnerCompany OwnerView Profile, will conner