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
Cerulli AssociatesSenior AnalystNov 23 - PresentFidelity InvestmentsAnalyst - Qualification ServicesMay 19- Nov 23
Donnie MackenzieAssociate Director Analytical LeadView Profile, Donnie MackenzieHan TranData Specialist IIView Profile, Han TranMartin TPortfolio Analytics ManagerView Profile, Martin T