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 InvestmentsVice PresidentMay 16 - PresentMorgan StanleyPrivate BankingJan 14- May 16Wells FargoVice President - Relationship ManagerJan 06- Jan 14
Geoff MarshallDirector Of Institutional Advisory ServicesView Profile, geoff marshallKris BCo Founder And Chief Product Technology OfficerView Profile, kris b.Nicholas TorresDirector Of Media TechnologyView Profile, nicholas torres