Account Type******** ****Account Owner*** *******Account Opps/Deals***** ****Closed Won • Feb 25**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
Justin WinklerVice President FinanceView Profile, Justin WinklerKevin RafteryVice President Of Accounting OperationsView Profile, Kevin RafteryKen HaleChief Financial OfficerView Profile, Ken Hale