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 InvestmentsFinancial ConsultantMar 23 - PresentAmeriprise Financial Services LlcFinancial AdvisorJul 19- Feb 23State Street Global AdvisorsETF Research AnalystMar 15- Jun 19
Jacqueline EdwardsSenior Manager Investment OperationsView Profile, jacqueline edwardsAlexei KalinichenkoHead Of The Accounting DepartmentView Profile, alexei kalinichenkoLorraine StewartAssociateView Profile, lorraine stewart