Account Type******* *****Account Owner******** ********Account Opps/Deals****** *****Closed Won • Mar 25****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Northcoast Asset ManagementSenior Vice PresidentMar 23 - PresentCharles SchwabVP - Branch ManagerMar 10- Mar 23Fidelity InvestmentsInvestment ConsultantMar 08- Mar 10