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 InvestmentsDirector, Client Service - Designated Brokerage ServicesNov 06 - PresentVeritudeBusiness AnalystJul 06- Nov 06
Claudia Von JuterzenkaSales Manager ControllingView Profile, Claudia Von JuterzenkaSteven CooneyDirector Institutional GroupView Profile, Steven CooneySteve GreigSales ManagerView Profile, Steve Greig