Account Type******** ******Account Owner*** *****Account Opps/Deals**** *******Closed Won • Oct 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 - Financial ConsultantDec 12 - PresentTransamericaFinancial AdvisorMay 08- Dec 12UbsFinancial AdvisorJan 03- Jan 08
James H PhillipsChief Financial OfficerView Profile, james h phillipsJohn LeightonChief Financial OfficerView Profile, john leightonJeff SilbermanPartner Co Head Of Fintech And Financial ServicesView Profile, jeff silberman