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 InvestmentsVice President, Wealth Management AdvisorJan 00 - PresentNew York Life Insurance CompanySummer InternMay 99- Aug 99Merrill LynchSummer InternMay 98- Aug 98
Fred PennicFounder Editor In ChiefView Profile, fred pennicLaetitia MansardChargee Trade MarketingView Profile, laetitia mansardMichael PetersenEnterprise Account ExecutiveView Profile, michael petersen