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
Fidelity InvestmentsVP RIA Business DevelopmentDec 16 - PresentLpl FinancialVice President, RIA Business DevelopmentMay 13- Dec 16ConnecteduDirector, Business DevelopmentJul 10- Apr 13
Jake MorseSenior Account ExecutiveView Profile, Jake MorseOlga BelevshchukSales EngineerView Profile, Olga BelevshchukPhilip E Holder IiiHead Of Sales Enablement Client And Employee Experience US Branch Network DirectorView Profile, Philip E Holder Iii