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
Guardian Capital GroupVice President, Investment SolutionsJun 24 - PresentManulifeDistrict Vice President, Wealth SalesFeb 14- Jun 24Fidelity InvestmentsSales CoordinatorSep 12- Feb 14
John RatzanSenior Managing Director Financial Services US Data AI Lead Banking Client LeaderView Profile, John RatzanJennifer BernsteinChief Financial OfficerView Profile, Jennifer BernsteinKyle KennedyVice President Of Premium AuditView Profile, Kyle Kennedy