Account Type*** *****Account Owner******* ****Account Opps/Deals****** ********Closed Won • Jan 25****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Congress Asset ManagementPortfolio Manager/Vice PresidentJan 96 - PresentFidelity InvestmentsResearch AssistantJan 94- Jan 95
Kevin HsuVice President Of OperationsView Profile, Kevin HsuJill BerquistVice President OperationsView Profile, Jill BerquistChelsea BalakVice President OperationsView Profile, Chelsea Balak