Account Type****** ***Account Owner****** *****Account Opps/Deals***** ******Closed Won • Jan 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Srs AcquiomSenior Reconciliation & Imports AnalystNov 22 - PresentRobinhoodLicensed Investments AssociateDec 20- Aug 22Charles SchwabLicensed Financial Services ProfessionalDec 19- Dec 20
Michele MoranSr Portfolio LeaderView Profile, Michele MoranPatrick DanzusoSenior Financial AnalystView Profile, Patrick DanzusoEmily RichardsSenior Financial AnalystView Profile, Emily Richards