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
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
Doug BlackService Desk SpecialistView Profile, doug blackLaurent FaytDomain Manager Customer OperationView Profile, laurent faytEmma FalciolaEmploye Service ClientsView Profile, emma falciola