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
Tamar LesserBusiness Development AssociateView Profile, tamar lesserMike SearsReal Estate AgentView Profile, mike searsDiego ConditSolutions ConsultantView Profile, diego condit