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
Fisher InvestmentsVice President - Head of Retirement Plans Consulting GroupAug 20 - PresentE Trade From Morgan StanleyBranch Manager - VPJul 09- Apr 18
Tracy LloydCo Founder And Chief Strategy OfficerView Profile, Tracy LloydRoy LaorSVP Strategic PartnershipsView Profile, Roy LaorGyas UddinStrategic Director PMOView Profile, Gyas Uddin