Account Type**** *******Account Owner******* *******Account Opps/Deals****** ****Closed Won • Nov 24**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
Malcolm MckeeCEOView Profile, malcolm mckeeNitin BajajDirectorView Profile, nitin bajajDeborah NollerCEO Co FounderView Profile, deborah noller