Account Type******* *****Account Owner**** *******Account Opps/Deals*** ********Closed Won • Jan 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsDirector, Workplace Investments Participant ServicesJul 23 - PresentFsc EdgeChief Operating OfficerMay 22- Mar 23NelnetSupervisorJan 03- Dec 11
Stephanie Joannou MenefeeProfessorView Profile, Stephanie Joannou MenefeeEd BartlettMemberView Profile, Ed BartlettBob FinleyPartnerView Profile, Bob Finley