Account Type******* ***Account Owner*** *******Account Opps/Deals*** *******Closed Won • Feb 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Charles SchwabManaging Director, Client Service and SupportAug 21 - PresentTd AmeritradeManaging Director, Investor Services Apr 10- Aug 21Merrill LynchDirector Money Manager Services - ML Wealth ManagementJan 07- Apr 10
Bryan ManickeNOC ManagerView Profile, Bryan ManickeBriseida Valdes MontemayorAVP MEXICO Customer Service ChannelsView Profile, Briseida Valdes MontemayorSahil ThakurCOVID Support OfficerView Profile, Sahil Thakur