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 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
Cliff CrainDirector Private Credit Markets SolutionsView Profile, Cliff CrainMegan MovoldFinance DirectorView Profile, Megan MovoldBrandon McgrawDirector Global Accounting OperationsView Profile, Brandon Mcgraw