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 InvestmentsSVP, Central & Southeast Divisional Manager for Core Market 401(k) Sales in Workplace InvestingNov 10 - PresentColumbia Threadneedle Investments UsVice President of Intermediary Distribution, Subadvisory and DCIO SalesNov 06- May 10UbsInstitutional Client Relationship Manager and Business Development--Central U.S.Mar 06- Oct 06
Teddy CallowStrategic PartnershipsView Profile, teddy callowBryan BosscawenOutside Sales RepresentativeView Profile, bryan bosscawenCindy BrennerAccount SupervisorView Profile, cindy brenner