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 InvestmentsFinancial ConsultantMar 22 - PresentRydex InvestmentsETF Product SpecialistJan 03- Jan 07
Doug HannaCFO DirectorView Profile, Doug HannaMelanie BlomManager FinanceView Profile, Melanie BlomMichael GaffneyFinance StrategyView Profile, Michael Gaffney