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
Premier Miton InvestorsCompliance ConsultantFeb 19 - PresentSaunderson HouseChris Kinsey ConsultingOct 18- Feb 19Fidelity InternationalCompliance Associate Director - Platform Distribution and Adviser ServicesJan 08- Mar 18
Jennifer HagertyParalegalView Profile, Jennifer HagertyJulia KolomijcevaAttorney At LawView Profile, Julia KolomijcevaNathan RothsteinLegal InternView Profile, Nathan Rothstein