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 InvestmentsVP, Workplace Regional LeaderMar 05 - PresentEdward JonesInvestments RepJun 04- Feb 05
Cyrus FazelFounder CEOView Profile, Cyrus FazelRoss JenkinsChief ExecutiveView Profile, Ross JenkinsHolly HHead Executive AssistantView Profile, Holly H