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
Mercer AdvisorsRegional Vice PresidentSep 23 - PresentVanguardSenior Financial AdvisorJun 21- Oct 23Charles SchwabVP - Branch ManagerJan 11- Jun 21
Jack MccurdyChief Financial OfficerView Profile, jack mccurdyYemin JiVP Portfolio Risk ManagementView Profile, yemin jiMarisa RodriguezChief Financial OfficerView Profile, marisa rodriguez