Account Type**** ******Account Owner******** ****Account Opps/Deals******* *****Closed Won • Oct 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
AonSenior Consultant Financial ServicesMar 22 - PresentWardManager--Benchmarking and ConsultingJan 16- Jun 21Fidelity InvestmentsHigh Net Worth Service AssociateJan 15- Jan 15
Mary CormierUnderwriterView Profile, mary cormierTom BattenInvestment AnalystView Profile, tom battenStephanie RyanAssistant ControllerView Profile, stephanie ryan