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
Allio CapitalChief Risk Officer (CRO)Mar 24 - PresentCharles SchwabSr. Equity/Derivatives TraderDec 17- Jan 24E Trade Advisor ServicesEquity/Fixed Income TraderJan 14- Dec 17
Michael TrinhSenior Audit ManagerView Profile, michael trinhSam ZhaoFinance ManagerView Profile, sam zhaoAmanda PurfurstSenior Accounting ManagerView Profile, amanda purfurst