Account Type***** ******Account Owner*** ****Account Opps/Deals******** ******Closed Won • Oct 24**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
Gerard James RoySenior Enterprise Account ExecutiveView Profile, gerard james royRachel QuimbyAccount DirectorView Profile, rachel quimbyAlex ChangMortgage Development ManagerView Profile, alex chang