Account Type****** *****Account Owner****** *******Account Opps/Deals******* ***Closed Won • Jan 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsHigh Net Worth 1 Service AssociateMar 22 - PresentChanneladvisorExecutive Assistant To Chief Executive OfficerJun 17- Feb 20Indovance IncExecutive Assistant To Chief Executive OfficerOct 16- Jun 17
David KimFinancial AnalystView Profile, David KimJames ThomsonGas AnalystView Profile, James ThomsonRob CookSr Business Services AnalystView Profile, Rob Cook