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
Fidelity InvestmentsRelationship ManagerDec 23 - PresentCaptrustPrivate Wealth Management InternAug 23- Dec 23Charles SchwabRetirement Services InternJun 23- Jul 23
Annica LuoGen AI Partner Development SpecialistView Profile, annica luoMatt McelhanonSolutions ConsultantView Profile, matt mcelhanonSarah AdrianoBusiness Development CoordinatorView Profile, sarah adriano