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 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
Brian WolfSenior Sales RepresentativeView Profile, Brian WolfBranimir VinskiSenior Account Executive DACH North AmericaView Profile, Branimir VinskiDavid SmithSalesView Profile, David Smith