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
Amir RazaSenior Vice President Strategic ServicesView Profile, Amir RazaKimberly HerrmannVice President Growth Equity InvestorView Profile, Kimberly HerrmannRavi ErukullaVP Product StrategyView Profile, Ravi Erukulla