Account Type****** *****Account Owner***** *****Account Opps/Deals******* *****Closed Won • Jul 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
Glen HolmanChief Web OfficerView Profile, glen holmanPavol ToscakSr Marketplace ManagerView Profile, pavol toščákNurit YazbinSenior UA Team LeadView Profile, nurit yazbin