Account Type**** ******Account Owner******* *******Account Opps/Deals*** ****Closed Won • Nov 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
Oliver ManojlovicVP SalesView Profile, oliver manojlovicBruce HoffmanRegional Vice President Of SalesView Profile, bruce hoffmanMelissa MillerAssistant Vice President SalesView Profile, melissa miller