Account Type*** ****Account Owner*** *****Account Opps/Deals******* ********Closed Won • Feb 25****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVice President - Financial ConsultantDec 12 - PresentTransamericaFinancial AdvisorMay 08- Dec 12UbsFinancial AdvisorJan 03- Jan 08
Drew ColleranVice President FinanceView Profile, Drew ColleranGlenn WisegarverChief Financial OfficerView Profile, Glenn WisegarverOfir ShaishChief Financial OfficerView Profile, Ofir Shaish