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
WorkivaIndustry Principal, Investments and Financial ServicesDec 12 - PresentVanguardRelationship ManagerJan 97- Jan 10MetlifeFinancial Planner/Investment AdvisorJan 92- Jan 97
Akashdeep ChatterjeeFinance LeadView Profile, Akashdeep ChatterjeeOmer SolimanSenior Accounting ConsultantView Profile, Omer SolimanJames ListerSr Finance Manager Global GTM Sales And MarketingView Profile, James Lister