Account Type******* ******Account Owner*** ********Account Opps/Deals******* ***Closed Won • Nov 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
VestmarkSenior Account ManagerApr 18 - PresentFidelity InvestmentsSenior Manager, Defined BenefitsSep 15- Apr 18State StreetAssistant Vice President, Client Service Wealth Management ServicesJan 07- Jan 14
Simon WeckmanKey Account ManagerView Profile, simon weckmanJulie LaneSr Enablement Manager Content DeliveryView Profile, julie laneAaron GrohVP Solution Engineering ArchitectureView Profile, aaron groh