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
Fidelity InvestmentsSenior Legal CounselOct 23 - PresentTransamericaDirector, Regulatory SupportJul 13- Oct 23U S Department Of LaborBenefit Advisor to Employee Benefits Security AdministrationJun 01- Nov 03
Katelyn WheelerSenior Trust Estate Fiduciary StrategistView Profile, Katelyn WheelerAli SteeleSenior Legal Counsel Regulatory Australia And New ZealandView Profile, Ali SteeleSara CAVP Lead BRC Risk AdvisorView Profile, Sara C