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
Genesis Digital LlcVice President FinanceMay 22 - PresentConstant ContactSr Director Financial Planning & AnalysisJul 11- Nov 21Fidelity InvestmentsLead Senior Pricing AnalystJan 07- Jul 11
Mark KoeppenDirector Of Strategic WealthView Profile, Mark KoeppenMahmood RahmanVice President Mutual Fund Tax DirectorView Profile, Mahmood RahmanAdam LewisCFO PartnerView Profile, Adam Lewis