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 SchwabVP - Branch ManagerAug 21- May 24Td AmeritradeBranch Manager and Market ManagerJan 06- Jul 21Fidelity InvestmentsInvestment SpecialistApr 00- Sep 04
John WakefieldCo FounderView Profile, John WakefieldHarrald BobeckGeschaftsfuhrer Managing DirectorView Profile, Harrald BobeckJessica GoreOwnerView Profile, Jessica Gore