Account Type******** ***Account Owner******* *******Account Opps/Deals******* ***Closed Won • Jul 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
Troy GuerinSenior Partnership Alliance ExecutiveView Profile, troy guerinAnna McconnellVice President SalesView Profile, anna mcconnellDan PlunkettSenior Vice President Of Global SalesView Profile, dan plunkett