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
Allio CapitalChief Risk Officer (CRO)Mar 24 - PresentCharles SchwabSr. Equity/Derivatives TraderDec 17- Jan 24E Trade Advisor ServicesEquity/Fixed Income TraderJan 14- Dec 17
James NManager Tax And OperationsView Profile, james nDave CungFinancial ControllerView Profile, dave cungAndreas EngelmannTeam Manager Financial ReportingView Profile, andreas engelmann