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
Charles SchwabVP - Branch ManagerAug 21- May 24Td AmeritradeBranch Manager and Market ManagerJan 06- Jul 21Fidelity InvestmentsInvestment SpecialistApr 00- Sep 04
Drew BollesChief Executive OfficerView Profile, drew bollesWayne BakerRobert P Thome Professor Emeritus Of Business AdministrationView Profile, wayne bakerYannick DickelCo FounderView Profile, yannick dickel