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