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
AonSenior Consultant Financial ServicesMar 22 - PresentWardManager--Benchmarking and ConsultingJan 16- Jun 21Fidelity InvestmentsHigh Net Worth Service AssociateJan 15- Jan 15
Kerry DarioFinance ManagerView Profile, Kerry DarioMark BalesDirector Of Accounting And Financial ReportingView Profile, Mark BalesAlex HendersonAssociateView Profile, Alex Henderson