Account Type**** *****Account Owner******* *****Account Opps/Deals*** ********Closed Won • Aug 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- Jan 00JpmorganchaseBankerJul 10- Oct 10Charles SchwabInstitutional Relationship AssociateJul 08- Jul 10
Rachel SylvesterVP Of Enrollment BillingView Profile, rachel sylvesterSeth ChadwickChief Investment OfficerView Profile, seth chadwickMatthew PowellVice President Asset ManagementView Profile, matthew powell