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
Fidelity InvestmentsRelationship ManagerJul 24 - PresentPrincipal Asset ManagementSr. Investment SpecialistDec 02- Nov 23Wells FargoSupervisor/Trainer - IRA DepartmentJun 93- Dec 02
Kristine WellbornKey Account Manager AMERICAS UK IEView Profile, Kristine WellbornDaniele LongoE Commerce SpecialistView Profile, Daniele LongoDarin JamesonCommunication Account ExecutiveView Profile, Darin Jameson