Account Type****** *******Account Owner***** ***Account Opps/Deals***** *******Closed Won • Dec 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- Regional Planning ConsultantNov 09 - PresentAmeriprise Financial Services LlcRegional Sales Director- New EnglandMar 09- Nov 09Bank Of AmericaSVP/Market Director- Banc of America Investment ServicesApr 06- Feb 09
Peter DrummondVice President Of SalesView Profile, peter drummondAdam SchneiderSenior Director Relationship Management C Level CommunitiesView Profile, adam schneiderRohan WareyVice President Pre SalesView Profile, rohan warey