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
Wells Fargo AdvisorsVice President, Lead Product ManagerMay 23 - PresentCitizensVice President, Customer Experience Director, Wealth ManagementOct 17- Apr 23Fidelity InvestmentsDirector, Sales and Service StrategyJul 14- Aug 17
Elissa BranchDigital ProducerView Profile, elissa branchNoah SmallGTM LeadView Profile, noah smallCsaba VargaPrincipal Product DesignerView Profile, csaba varga