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 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
Lisa LudwikowskiExecutive Administration Of SalesView Profile, Lisa LudwikowskiKerry SmallGlobal VP Commercial And Digital Sales Connectivity Cloud And Io TView Profile, Kerry SmallNicole TurnerManaging Director RIA Intermediary SalesView Profile, Nicole Turner