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 InvestmentsDirector, Direct Indexing and SMA SpecialistDec 23 - PresentNatixis Investment ManagersRegional Director, AIA Direct IndexingJun 19- Nov 23
Sach ChopraDirector MarketingView Profile, Sach ChopraPam BarrowcliffeSr Director Product MarketingView Profile, Pam BarrowcliffeNorberto GuerraBusiness Unit Director Marketing SalesView Profile, Norberto Guerra