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 ManagerJul 24 - PresentPrincipal Asset ManagementSr. Investment SpecialistDec 02- Nov 23Wells FargoSupervisor/Trainer - IRA DepartmentJun 93- Dec 02
Drew ScheevelAccount ExecutiveView Profile, drew scheevelGrace CoryAccount Executive Rippling SpendView Profile, grace coryLee Ann BarkhuizenAccount ManagerView Profile, lee-ann barkhuizen