Account Type**** ********Account Owner***** ******Account Opps/Deals***** *****Closed Won • Mar 25****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Fisher InvestmentsVice President - Head of Retirement Plans Consulting GroupAug 20 - PresentE Trade From Morgan StanleyBranch Manager - VPJul 09- Apr 18