Account Type******* *****Account Owner******** ********Account Opps/Deals****** ********Closed Won • Feb 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
Erin OrtegaSenior Vice President FinanceView Profile, Erin OrtegaRachel PurcellChief Financial OfficerView Profile, Rachel PurcellAlex WileyChief Financial OfficerView Profile, Alex Wiley