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 InvestmentsHead of Distribution Leader Experience - Wealth Management Jul 96 - PresentBoston College Woods College Of Advancing StudiesPart Time Faculty - MS Leadership & AdministrationJan 17- Feb 23Shawmut BankSenior Internal AuditorJan 87- Jan 90
Charlotte GarfordHead Of FP A Financial AdvisoryView Profile, charlotte garfordSun JangDirector Of Global AccountingView Profile, sun jangJackson GarnerSenior Director And Compliance Officer Financial ServicesView Profile, jackson garner