Account Type******** *******Account Owner*** ********Account Opps/Deals**** *******Closed Won • Dec 24***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsCustomer Relationship Advocate Nov 22- May 23SofiLoan SpecialistApr 21- Sep 22AvailityTechnical Support SpecialistJan 20- Apr 21
Lisa KoesterDirector Of New Business Pension Risk TransferView Profile, lisa koesterAdam CashInterim Group Financial ControllerView Profile, adam cashSteve BaroniPartner Accounting And CFO Advisory And Software Consulting GroupsView Profile, steve baroni