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
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
Ben TitchmarshAssociate Group Business Development DirectorView Profile, Ben TitchmarshBill DeefSenior Vice President Public AffairsView Profile, Bill DeefRobert GibsonRegional Vice President At PrimericaView Profile, Robert Gibson