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
Newedge AdvisorsManaging Director | Business DevelopmentJun 21 - PresentFidelity InvestmentsVice President of Institutional SalesAug 18- Jun 21Lpl FinancialSenior Vice President - Business Development - Institutional WestFeb 02- Aug 18
Nir GoldsteinOperating PartnerView Profile, Nir GoldsteinElizabeth TylerGeneral Manager Integrated ServicesView Profile, Elizabeth TylerKatrina ArmstrongInterim PresidentView Profile, Katrina Armstrong