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 InvestmentsRegional DirectorApr 24 - PresentPrincipal Asset ManagementSenior Director - Wealth Advisory SolutionsJan 21- Feb 24AllianzRegional Vice PresidentFeb 20- Jan 21
Ryan RichCPO Co FounderView Profile, Ryan RichSparsh PandyaClient DirectorView Profile, Sparsh PandyaDaniel McpeakeDirectorView Profile, Daniel Mcpeake