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
CaptrustClient Relationship ManagerSep 18 - PresentFidelity InvestmentsDirector of Mutual Fund ReconciliationJan 10- Jan 18
Daniel CortezClient Success Manager 2View Profile, daniel cortezRodney RodriguezCustomer StrategyView Profile, rodney rodriguezDerrick LeeCustomer Success ManagerView Profile, derrick lee