Account Type*** ******Account Owner******* ******Account Opps/Deals****** *******Closed Won • Dec 24****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVice President, Wealth Transfer Oct 23 - PresentDigitas North AmericaVP/Director, MarketingJul 01- Sep 11
Robert SullivanVice President And Chief Financial OfficerView Profile, robert sullivanMatan KurmanSpruce Capital PartnersView Profile, matan kurmanGustavo CanasCFOView Profile, gustavo cañas