Account Type***** *******Account Owner******* ***Account Opps/Deals******* ***Closed Won • Nov 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, Financial ConsultantOct 10 - PresentJpmorganchaseBankerJul 10- Oct 10Charles SchwabInstitutional Relationship AssociateJul 08- Jul 10
Tony MetznerChief Financial OfficerView Profile, tony metznerNeeraj MahajanChief Financial OfficerView Profile, neeraj mahajanKathleen MccormackSVP FinanceView Profile, kathleen mccormack