Account Type***** ****Account Owner******* *****Account Opps/Deals***** ***Closed Won • Aug 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Fidelity Institutional Wealth ServicesRegional Vice President - Central Region SalesJan 17 - PresentFidelity InvestmentsVice President, Senior SalesApr 13- Dec 16Schwab Advisor ServicesBusiness Development OfficerAug 98- Mar 13
Lucas GoetzWarehouse ManagerView Profile, lucas goetzLee PangSoftware EngineerView Profile, lee pangAntoine ChardignyProduct Data ManagerView Profile, antoine chardigny